Brian McCreery

For over 16 years, Brian McCreery has been a trusted advisor in the Canadian insurance industry. Since 2018, he has served as President of Caldwell Insurance Services Ltd., where he leads a dedicated team of insurance professionals committed to helping families, business owners, and organizations protect their loved ones and financial assets.

In 1994 Brian earned his Bachelor of Commerce degree with a major in Marketing from the University of Guelph. He holds the Chartered Life Underwriter (CLU), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI) designations—credentials that reflect his broad expertise in insurance, investments, and financial planning.

As a leader, Brian is known for fostering a collaborative, client-first culture. He actively mentors his team and ensures that every Advisor is equipped to deliver personalized, needs-based solutions. His approach emphasizes education, transparency, and long-term relationship building—whether working with individuals, families, for-profit businesses, or not-for-profit organizations.

Outside of work, Brian enjoys travelling with his family and spending time at their cottage, where he finds balance, inspiration, and a welcome break from the pace of city life.