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
Currently contracted by the local Credit Unions in Fredericton to offer professional, non-biased financial and retirement advice.
  • 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.

 

                                                    

Mutual Funds are some Segregated funds provided by Fund Companies that are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Dave Gorman Financial Strategies Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Worldsource Financial Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrant, and is not responsible for any other business interests and activities undertaken by its Registrant or by Progressive Credit Union Limited Credit Union. Worldsource Financial Management Inc. will not be held liable for any software damages resulting from the use of this website.
 

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