Chris Gorman MBA, QAFP™, CLU®, CHS®, CEA®
Chris partners with individuals and small businesses and their owners to create and implement long-term, tax-efficient, personalized financial strategies using insurance and investments.
Chris is a Qualified Associate Financial Planner™ (QAFP™), Chartered Life Underwriter® (CLU®), Certified Health Insurance Specialist® (CHS®), and Certified Executor Advisor® (CEA®), working closely with business owners and new or established professionals and their families to address the unique needs and opportunities that they face. Prior to founding FocalPoint Financial Group Inc. in 2018, Chris was an advisor at Sun Life Financial, where he was recognized as one of the firm’s top developing advisors in 2016 and 2017. Internationally, Chris is recognized in the top 1% of financial advisors through his membership in the Million Dollar Round Table. He graduated from UBC’s Sauder School of Business in 2009 with a Master of Business Administration (MBA) degree. Chris is currently pursuing his Master of Laws (LLM) degree specializing in Tax Law at York University's Osgoode Hall Law School.
In his free time, Chris enjoys hockey and spending quality time with his young family. Chris believes in community service, most recently serving as an elected Trustee on the Central Okanagan Public Schools’ Board of Education (2011 to 2018). He lives in Kelowna, BC with his partner, Michelle, and two daughters aged 13 and 10.