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About Us 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.
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.
Please note: The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdicition where Chris Forman is not qualified to effect sales. |