Spoken languages : English
Cori has been involved in the financial and estate planning industry since 1989. Through her qualifications and experience, Cori has developed specialties in Retirement Income & Estate Planning, Business Succession Planning, Private Wealth Management, Charitable Gifting, Group Pensions and Benefits, Insurance & Risk Management, as well as Charitable Gifting. In addition, she continues membership with the Estate Planning Council of Calgary, Society of Trust & Estate Practitioners,(STEP), Advocis, Financial Planning Standards Council, and FPA Canada and US. Cori is a Certified Financial Planner (CFP), Chartered Financial Consultant(CHFC) Chartered Life Underwriter (CLU). It isn’t always easy to get a clear picture or make the best choices with personal and business finances,investments, insurance, estate planning, tax and legal matters. The Despas Advisory Group has assembled a team of experts to provide the highest quality service to our clients.
Insurance products and solutions are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the CIPF.