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Cody began his wealth management career in 2014 by joining the Verus
Financial team. Having obtained his Bachelors of Business
Administration (BBA) from the Beedie School of Business with a
concentration in finance, he continued his education further by
becoming a Chartered Financial Analyst (CFA®). This designation is
considered the pinnacle of knowledge and expertise for the investment
industry. He also obtained his Chartered Investment Manager (CIM®)
designation.
At Verus Financial, Cody is responsible for
designing, implementing, and maintaining a disciplined wealth
management approach. With an extreme dedication to process, Cody
ensures that clients personal and financial goals are achieved through
diligent investment management, financial planning, estate planning,
insurance, and banking solutions. Overall, Cody’s main objective is to
provide a complete wealth management offering that a client truly
comprehends. Through client education, Cody helps families and
individuals understand the unnecessarily complicated realm of
finance.
In 2020, Cody won the National Bank Financial
Excellence Award for Rising Star/Young Advisor of the Year in Canada.
This award is given to advisors with less than 7 years’ experience
with a proven commitment to wealth management.
Outside of
work, Cody is an active participant in many charitable organizations
and events such as the BC Ride to Conquer Cancer and the Run for the
Cure. Cody is also a member of the Vancouver CFA Society.