Portfolio Manager, Toronto Office
Brian McCreery has been an Investment Advisor at Caldwell Securities Ltd. since 2004. After earning an Honours Bachelor of Commerce degree from the University of Guelph Brian spent a year travelling and working in Australia, Southeast Asia and New Zealand. Shortly after his return home, he started a career in the leisure vehicle industry working in a variety of sales and marketing positions. Continually enriching his professional development, Brian has earned the Chartered Investment Manager (“CIM”) designation. Brian is a Fellow of the Canadian Securities Institute (“FCSI”), and is Insurance and Options licensed.
In 2018, Brian was appointed President of Caldwell Insurance Services Ltd.
Brian is dedicated to providing professional wealth management solutions for both his individual and corporate clients.
After spending time with a client and understanding their unique needs, goals and investment objectives, Brian uses his experience and knowledge of both the investment and insurance worlds to develop a personalized investment program. Always striving to minimize tax obligations and maximize wealth for present and future generations, Brian and his team use a combination of wealth management options and insurance solutions to meet and exceed client expectations.
As a Vaughan resident, Brian is active in his community, serving in the past as a Cub Scout leader, Vice-President of the local figure skating club, and is currently a volunteer team manager in the Greater Toronto Hockey League.
Brian is married to his wife Sandy and has two children Abbey and Carter. They all enjoy sports, travel and spending summers at the cottage.