-
Chris Forman
Chris Forman
CEBS, CFPCertified Financial Planner
Manulife Securities Incorporated
Granville West GroupThe 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.
-
Mike Fraser
Mike Fraser
CFP, CIMCertified Financial Planner
Manulife Securities Incorporated
Manulife Securities Insurance AgencyAs a Certified Financial Planner (CFP), Mike’s focus is developing individual financial plans, along with investment portfolio construction and management. Mike is registered as an Investment Advisor with Manulife Securities Incorporated, and life licensed with Manulife Securities Insurance Agency. Mike holds a Bachelor of Arts in Economics from the University of Victoria.
-
Mark Richards
Mark Richards
MBA, CFP, CIMCertified Financial Planner
Manulife Securities IncorporatedMark is our Individual Wealth Management practice leader. Mark custom designs each portfolio from the ground up, tailoring it to each client’s circumstances and needs. Mark is a Certified Financial Planner (CFP) and is registered as an Investment Advisor with Manulife Securities Incorporated. Mark completed a Bachelor of Arts at UBC and a Master of Business Administration from Dalhousie University.
