Spoken languages : English
Cori works closely with our clients to provide unique and customized solutions. Through her qualifications and 26 years of experience, she specializes in Retirement Income Planning, Business & Estate Succession, Farm Estate Planning, Severance Package Management, Executive Benefits, Charitable Gifting, Group Pensions and Benefits, Insurance and Risk Management. In addition, she continues to hold memberships with the Estate Planning Council of Calgary, Advocis, Financial Planning Standards Council, STEP Society of Trust and Estate Practitioners and FPA Canada and US.
Cori has been involved in the financial and estate planning industry since 1989. She is a Certified Financial Planner (CFP),Chartered Financial Consultant (CHFC) and Chartered Life Underwriter (CLU). She plays a vital role to ensuring our clients’ legacies are secured while also protecting the financial security of your loved ones.
Cori is an active member of the Society of Trust and Estate Practitioners (STEP) as well as the Estate Planning Council of Calgary, Advocis, Financial Planning Standards Council, and FPA Canada and US.
Cori specializes in:
Retirement Income & Estate Planning
Business Succession Planning
Insurance and Risk Management
Group Pensions and Benefits
"Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a Member of the CIPF and products and services offered by NBIF are not guaranteed by CIPF."