As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
With over 25 years in the financial and insurance industry, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children's education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
My passion is to work closely with individuals applying key principles to all areas of their life: time, wealth wisdom, relationships and reputation. These are all important facets of life that lead to financial success.
Over my career, I have had the opportunity to deal with business professionals, business owners and entrepreneurs, in regards to investing, income protection and pension plan creation. A great deal of my business has been built on referrals from satisfied clients, as I am dedicated to serving the needs of my clients throughout New Brunswick.
For the past nine years I have been a qualifying member of the Million Dollar Round Table. Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. I can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
Servicing all of New Brunswick. . . . . . .no account minimum.
Earning his Business Administration degree from UNB in 2016, Brett has been working with Credit Union members to meet their financial needs ever since. Brett is passionate about personal finance, investing and enjoys assisting clients with their full financial picture.
Over his career Brett has had the pleasure of helping many individuals, and business owners with their financial life. He has experience with a large suite of financial products that both help clients save for the future and protect their assets now.
Earning his mutual funds, and life insurance licences in 2017, and his Professional Financial Advisor's designation in 2022, Brett is able to assist clients by simplifying their lives and addressing all aspects of their financial picture.
Chris joined Dave Gorman Financial Strategies in January 2021.
After completing his Bachelor of Business degree with the University of New Brunswick, he went on to work for NBTA Credit Union, gaining over 10 years of experience in the financial services industry.
Throughout his career, Chris has always placed customer service at the forefront when dealing with clients. He understands that each client is unique and is known to go above & beyond with helping clients to assess their needs and meet their goals.
Chris Reid is associated with Dave Gorman Financial Strategies and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
We serve individuals, families and businesses in the Fredericton area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Dave Gorman Financial Strategies.