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