ORDER CHAD LARSON’S NEW BOOK
BEYOND TRADITIONAL
UNLOCKING THE POTENTIAL OF ALTERNATIVE ASSETS
Download The Book
ORDER CHAD LARSON’S NEW BOOK
UNLOCKING THE POTENTIAL OF ALTERNATIVE ASSETS
Gurman embarked on his career in banking services in 2015, quickly establishing himself as a dedicated professional in the financial sector. In 2017, he earned his Registered Retirement Consultant (RRC©) designation, followed by the Certified Financial Planner (CFP©) designation in 2019. Committed to advancing his expertise, Gurman further achieved the Chartered Investment Manager (CIM®) designation and the prestigious Trust & Estate Practitioner (TEP) designation in 2024. With a strong foundation in financial planning and portfolio management, Gurman continues to provide his clients with insightful guidance and tailored strategies to meet their financial goals.
Starting his career in banking services in 2015, Gurman obtained his Registered Retirement Consultant (RRC©) designation in 2017 followed by his Certified Financial Planner (CFP©) designation in 2019. He is currently enrolled in Trust and Estate Planner course to further increase his expertise.
As a Financial Planner, Gurman has worked at some of Canada’s largest banks helping clients from all walks of life plan for their financial future. Gurman strongly believes that every client has a unique story which needs its own unique guide map to help prepare for the future that lies ahead.
Gurman lives an active lifestyle and enjoys being outdoors. On a sunny day, you can spot him riding around the city’s extensive bike trails or on one of the beautiful hikes the Rockies have to offer.
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