Cory has worked in the financial services industry for over 20years, providing clients with accurate, timely and comprehensive financialplanning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the CertifiedFinancial Planner (CFP) designation.
Cory has worked with a wide range of clients, including businessowners, 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 andknowledge 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.