Spoken languages : English
Cory has worked in the financial servicesindustry for over 20 years, providing clients with accurate, timely andcomprehensive financial planning solutions. He holds a Bachelor of Arts degree from the University of Manitoba andhas obtained the Certified Financial Planner (CFP) designation.
Cory has worked with a wide range ofclients, including business owners, professionals, retirees and families. Heprovides wealth management solutions and financial strategies in the areas ofretirement planning, tax planning, cash management, estate and insuranceplanning. Cory has continually developedhis skills and knowledge through education, mentorship and hands-on experience.
Cory’s motto is Plan Well. Live Better. Heis an advocate for financial planning as a foundation for helping clients livethe life they want to live.