About Us

Chris Forman

As an Investment Advisor with Berkshire Securities Inc., Chris Forman is able to help clients achieve their retirement objectives through a wide range of investment products including stocks, bonds, and mutual funds. Chris considers his true strength his ability to stay focused on long-term objectives and achieves this through the use of long-term asset allocation strategies consistent with clients' risk tolerance and retirement expectations.

Chris assists individuals and group plan members in achieving their retirement income goals with a consistent message. An effective communicator, Chris is able to help people clarify their objectives and implement a comprehensive plan to reach those goals.

Chris has an established and respected practice in the area of Retirement Income Planning and for years has helped clients convert their accumulated savings into income streams.

Over the years, countless group plan members have benefited from Chris' employee presentation series on the accumulation of wealth through a company sponsored retirement plan, many of whom have indicated that the presentations were the "best they have attended."

Chris has practical work experience and related educational reinforcement. With over 20 years of experience in the retirement and investment community, Chris handles all aspects of both group and individual retirement planning. Backing Chris' work experience is a Certified Employee Benefits Specialist Designation (CEBS). Chris also passed his Level 1 of the CFA examination in 1990.

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Mark Richards

Mark has been an integral part of Team Forman for seven years. Mark’s focus is Individual Financial Planning, along with Investment Portfolio Construction and Management. Mark custom designs each portfolio from the ground up, tailored to each client’s circumstances and needs.

Mark is a Certified Financial Planner (CFP) and is registered as an Investment Advisor and insurance agent. These enable Mark to offer comprehensive and all-encompassing financial capabilities to our clients.

Mark completed a Bachelor of Arts degree at UBC and is currently completing an MBA degree from Dalhousie University.

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Peter Graham

Peter joined our organization in July 2007, having previously been a Client Relationship Executive at Sun Life Financial. Peter works with our Group RRSP and group pension clients on all aspects of group retirement plans, including plan member communication, governance, plan design consulting and administrative support.

Peter has earned a Bachelor of Commerce degree from Queen's University; he has completed the Certified Financial Planner designation (CFP) and is a Retirement Plan Associate (RPA).

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Mike Fraser

We are pleased to announce the addition of Mike Fraser to our little operation. Follow closely on the heels of our announcement introducing Peter Graham, Mark and I would like to welcome Mike Fraser to the fold. Mike has a Bachelor of Arts in Economics from the University of Victoria, and has a few years of experience as an advisor for a financial institution. He is licenced with the Investment Dealers Association (IDA) and fully qualified to assist all of our clients with their mutual fund holdings.

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