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Brian McCreery

President at Caldwell Insurance Services Ltd.

Brian McCreery is an expert in Investment Management, Group Benefit Plans, Life & Living Benefit Insurance, and a range of financial services.

He holds a Bachelor of Commerce degree with a Major in Marketing from the University of Guelph and studied Business at Humberview Secondary School.

Brian currently serves as the President of Caldwell Insurance Services Ltd. with prior experience as a Portfolio Manager and Vice President at Caldwell Securities Ltd.

His background includes roles as District Sales Manager, Product Manager, and Sales & Marketing Assistant at Yamaha Motor Canada Ltd.

Brian McCreery's areas of expertise also include Individual & Group RRSPs, DPSPs, TFSAs, RESPs, Segregated Funds, Individual & Group Annuities, Individual Pension Plans (IPPs), and Financial Planning.

He is well-versed in Travel Insurance and brings a wealth of knowledge to the financial services industry.

Brian McCreery
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Location

Toronto, Ontario, Canada