
Wealth Management
As a member of Progressive Credit Union, you have access to the experience and professionalism of our wealth management services. Dave Gorman CPCA is a Wealth Advisor with Dave Gorman Financial Strategies and Worldsource Financial Management Inc. providing a wide variety of investment solutions. His knowledge and understanding of countless financial products ensures that you will receive the financial guidance necessary to choose the right products for a healthy financial future.
Dave appreciates the importance of your comfort and convenience and will meet you in his office or in your home for a free consultation – whatever works for you. With your financial analysis, you will receive advice on insurance, education planning, investments and retirement planning, money management and more.
Together, you can develop a plan that will help you to reach your goals and build financial strength for a better tomorrow.
You may contact any of our branches to set up a referral or you may contact Dave at:
(506) 462-0203 or dgorman@davegormanfinancial.com.
More about Dave Gorman:- 25 years of experience in the Financial Services Industry
- 15 years assisting the pension workshops with the New Brunswick Teachers’ Association
- Standing member of Advocis – The Financial Advisors Association of Canada
- Currently holds the title of:
- Wealth Advisor, Dave Gorman Financial Strategies and Worldsource Financial Management Inc.
- Earned the following designation:
- CPCA, Certified Professional Consultant on Aging
- Membership in the prestigious Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, for 2015. His 9 year membership places him among the world’s best life insurance and financial professionals. MDRT is an international, independent association of more than 35,000 members, or less than 1 percent, of the world’s best life insurance and financial services professional from 470 companies in 78 nations and territories.