
Cfp Chris Gorman Clu
I will work closely with you to fully understand your specific situation and goals, and provide you, your... | Kelowna, British Columbia, Canada
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Cfp Chris Gorman Clu’s Emails ch****@in****.ca
Cfp Chris Gorman Clu’s Phone Numbers No phone number available.
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Cfp Chris Gorman Clu’s Location Kelowna, British Columbia, Canada
Cfp Chris Gorman Clu’s Expertise I will work closely with you to fully understand your specific situation and goals, and provide you, your family, and / or business with unbiased strategic insurance and investment advice. My professional experience is diverse – insurance and investment professional, senior business manager, supporter of leading edge research, academic program director, writer, politician, and volunteer. I keep my eye on the big picture and don’t get lost in the “weeds”. Please reach out - I welcome the opportunity to connect with new professional acquaintances. Specialties: life insurance, critical illness insurance, long-term care insurance, disability insurance, investing, mutual funds, leadership, strategic planning, financial management, human resources, people development, communications, community service, public speaking, social media, fund development These are my personal opinions, not professional advice and they do not reflect the official position of any insurance carriers or mutual funds companies. Insurance products are provided through multiple insurance carriers. LIKE my Facebook page! http://www.facebook.com/FocalPointFinancialGroup FOLLOW ME on Twitter! @ChrisGormanFP Disclaimer: Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
Cfp Chris Gorman Clu’s Current Industry Centre For Personal Financial Wellbeing
Cfp
Chris Gorman Clu’s Prior Industry
Oldendorff Carriers
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Commonwealth Insurance
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Global Affairs
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The University Of British Columbia The Lead Initiative
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Faculty Of Management The University Of British Columbia
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The Daily Courier
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Central Okanagan Public Schools
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Bc Liberal Party
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Sun Life Financial
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Focalpoint Financial
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Investia Services Financiers Inc Investia Financial Services
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Ymca Of Southern Interior Bc
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Centre For Personal Financial Wellbeing
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Work Experience

Centre For Personal Financial Wellbeing
Research Student ♦ Doctoral Candidate ♦ Academic Inquiry
Sat Jun 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ymca Of Southern Interior Bc
Director ♦ Board of Directors ♦ Community Leader ♦ Non-Profit Volunteer ♦ Corporate Governance
Wed Sep 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Focalpoint Financial
Financial Planner ♦ Advisor ♦ Insurance Planning ♦ Wealth Management ♦ Tax & Estate Planning
Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Investia Services Financiers Inc Investia Financial Services
Financial Planner ♦ Investment Fund Advisor
Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Sun Life Financial
Financial Advisor ♦ Life Insurance ♦ Living Benefits ♦ Wealth Management ♦ Employee Benefits
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Bc Liberal Party
Regional Organizer ♦ Political Advisor ♦ Relationship Management Expert ♦ Event Planner
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Central Okanagan Public Schools
School Trustee ♦ Community Leader ♦ Politician
Thu Dec 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
The Daily Courier
Columnist ♦ Opinion Leader ♦ Community Builder
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Faculty Of Management The University Of British Columbia
Director of Professional Programs ♦ MBA ♦ Marketing ♦ Human Resources ♦ Business Development
Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
The University Of British Columbia The Lead Initiative
Executive Director ♦ Senior Manager ♦ MBA ♦ Marketing ♦ Communications ♦ Operations ♦ Event Planner
Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Global Affairs
Executive Assistant ♦ Political Aide ♦ Advisor ♦ Politics ♦ Relationship Management
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Commonwealth Insurance
Claims Examiner ♦ FCIP ♦ CRM ♦ Insurance Professional ♦ Negotiations ♦ Relationship Management
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Oldendorff Carriers
Shipping Professional ♦ Chartering ♦ Operations ♦ Negotiations ♦ Relationship Management
Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)