President
Current
Borman Financial Group
Full service financial planning with a focus on business owners, self employed, entrepreneurs and professionals.
Oct 2019 - Present
AeroLeads people directory · profile
Brandon Borman, Cfp Email & Phone Number
President
at
Borman Financial Group
LinkedIn matched
✓ Verified Jul 2026
2 data sources
Profile completeness 86%
Current company
Borman Financial Group
Role
President
Location
Mississauga, Ontario, Canada
Who is Brandon Borman, Cfp? Overview
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Quick answer
Brandon Borman, Cfp is listed as President at Borman Financial Group, based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Brandon Borman, Cfp.
Brandon Borman, Cfp previously worked as Dealing Representative (Mutual Fund Dealer) at Excel Private Wealth and Financial Consultant at Financial Horizons Group.
Profile bio
About Brandon Borman, Cfp
I help my clients build and protect the wealth that they've worked so hard to attain. I stay on top of all the latest developments in the area of financial security planning and continually update my knowledge to ensure that I can offer the best and most current advice, with your needs front of mind. My goal is to increase client wealth year over year. Specialties: Life Insurance | Group Benefits | Wealth Management | Long Term Investment | Disability Insurance | Corporate InvestmentsMutual Funds provided by Excel Private WealthLicensed to sell Life and Accident and Sickness InsuranceCFP designation regulated by FP Canada
Listed skills include Estate Planning, Retirement Planning, Wealth, Critical Illness, and 20 others.
Current workplace
Brandon Borman, Cfp's current company
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Borman Financial Group
5 roles
Brandon Borman, Cfp work experience
A career timeline built from the work history available for this profile.
Dealing Representative (Mutual Fund Dealer)
Excel Private Wealth
Financial Consultant
Aug 2015 - Oct 2019
Financial Consultant
Aug 2008 - Jul 2015
Account Manager
Responsible for expansion of business into the Canadian, (Ontario), manufacturing sector.
Apr 2006 - Apr 2008
FAQ
Frequently asked questions about Brandon Borman, Cfp
Quick answers generated from the profile data available on this page.
What company does Brandon Borman, Cfp work for?
Brandon Borman, Cfp works for Borman Financial Group.
What is Brandon Borman, Cfp's role at Borman Financial Group?
Brandon Borman, Cfp is listed as President at Borman Financial Group.
Where is Brandon Borman, Cfp based?
Brandon Borman, Cfp is based in Mississauga, Ontario, Canada while working with Borman Financial Group.
What companies has Brandon Borman, Cfp worked for?
Brandon Borman, Cfp has worked for Borman Financial Group, Excel Private Wealth, Financial Horizons Group, Investors Group Financial Services Inc., and Fives.
How can I contact Brandon Borman, Cfp?
You can use AeroLeads to view verified contact signals for Brandon Borman, Cfp at Borman Financial Group, including work email, phone, and LinkedIn data when available.
What skills is Brandon Borman, Cfp known for?
Brandon Borman, Cfp is listed with skills including Estate Planning, Retirement Planning, Wealth, Critical Illness, Retirement, Investments, Term Life Insurance, and Disability Insurance.
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