• TOM CHIPMAN

    TOM CHIPMAN

    RPA
    Financial Advisor
    Granville West Group

    Tom works with plan sponsors and their members on all aspects of their group retirement plans. Tom holds a Bachelor of Commerce degree from Saint Mary’s University, with majors in both Finance and Marketing. Tom has completed his Retirement Plans Associate (RPA) certification, and is working towards a Certified Financial Planner (CFP) designation. Tom has been working in the financial services sector since 2003 and specifically in the group retirement field since 2007.

  • PETER GRAHAM

    PETER GRAHAM

    CEBS, CFP
    Certified Financial Planner
    Granville West Group
    Manulife Securities Incorporated

    Peter works with our clients on all aspects of group retirement plans, including needs analysis, plan design, communication and education for members, and governance. Peter is a graduate of the Bachelor of Commerce program at Queen’s University and holds the Certified Employee Benefits Specialist (CEBS) and Certified Financial Planner (CFP) designations. Building on client relationship experience in a range of sectors including financial services, information technology, and not-for-profit, Peter has specialized in the group retirement field since 2004.

  • Chris Forman

    Chris Forman

    CEBS, CFP
    Certified Financial Planner
    Granville West Group
    Manulife Securities Incorporated

    The leader of our Group Retirement Consulting team, Chris has over 30 years of experience working with both individual and group clients. Chris holds the Certified Employee Benefits Specialist (CEBS) and Certified Financial Planner (CFP) designations, and has completed Level 1 of the Chartered Financial Analyst (CFA) program.

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