Find your path to Brian
110 people in our graph share verified history with Brian — schools, employers, funds. One of them is your warm intro.
Ray SharmaunlockedBrian: together at Caldwell Securities Ltd. (2025–2026)
Brian: together at Caldwell Securities Ltd.
×10Brian: together at University of Guelph
About
Brian McCreery is President of Caldwell Insurance Services Ltd. His areas of focus include investment management, group benefit plans, life and living benefit insurance, and financial planning. He also works with registered savings and investment vehicles such as RRSPs, DPSPs, TFSAs, RESPs, segregated funds, annuities, and individual pension plans, as well as travel insurance.
Contact· self-published, not guessed
Experience
- Caldwell Insurance Services Ltd.Presidentcurrent2018 — present150 King St. West, Suite 1702, Toronto Ontario M5H 1J9
- Caldwell Insurance Services Ltd.Vice President2008 — 2018150 King St. West, Suite 1702 Toronto, Ontario M5H 1J9
- Caldwell Securities Ltd.Portfolio Manager, CIM, FCSIcurrent2004 — presentGreater Toronto Area, Canada
- Yamaha Motor Canada Ltd.District Sales Manager2001 — 2004Greater Toronto Area, Canada
- Yamaha Motor Canada Ltd.Product Manager1998 — 2001Greater Toronto Area, Canada
- Yamaha Motor Canada Ltd.Sales & Marketing Assistant1996 — 1998Greater Toronto Area, Canada
Skills & more
Travel Insurance3Investment Management14Strategic Financial Planning28Insurance26Fixed Annuities11Life Insurance7Investments35Mutual Funds40Employee Benefits3Sales Management10Investment Advisory10Business Development9
+9 more
Wealth ManagementAsset ManagementAsset AllocationFinanceInvestment StrategiesSecuritiesPortfolio ManagementEquitiesStrategic PlanningLanguages English
- Advanced Certificate in 3H Financial Planning — FP Canada
- Advocis Member — Advocis Toronto
- Fellow of the Canadian Securities Institute - FCSI — Canadian Securities Institute
- Chartered Investment Manager - CIM — Canadian Securities Institute
- Certificate in Advanced Investment Advice — Canadian Securities Institute
From Brian's professional profile.
Colleagues at Caldwell Securities Ltd.
Alexander Hutchison
Investment Advisor at Caldwell Securities Ltd.
Alexander Stirpe
Investment Advisor at Caldwell Securities Ltd.
Andrew Scoon
Investment Advisor at Caldwell Securities Ltd.
Angela T. Stirpe
President & COO at Caldwell Securities Ltd.
Brandon De Assuncao
Investment Advisor at Caldwell Securities Ltd.
Brandon Hansen
Treasurer, Director – Independent at Indigenous Growth Fund
Brendan T.N. Caldwell
Director at Caldwell Securities Ltd.
Celma Freitas
Investment Advisor & Executive Assistant at Caldwell Securities Ltd.
Frequently asked questions
- Who is Brian McCreery?
- Brian McCreery is President of Caldwell Insurance Services Ltd. His areas of focus include investment management, group benefit plans, life and living benefit insurance, and financial planning. He also works with registered savings and investment vehicles such as RRSPs, DPSPs, TFSAs, RESPs, segregated funds, annuities, and individual pension plans, as well as travel insurance.
- Where does Brian McCreery work?
- Brian McCreery is Investment Advisor at Caldwell Securities Ltd..
- Where did Brian McCreery go to school?
- Brian McCreery studied at University of Guelph (Bachelor or Commerce, Major - Marketing); Humberview Secondary School (OSSD, Business).
