Cory has over 25 years of experience in the financial planning and wealth management industries. Prior to joining RBC Dominion Securities in 1998, he was a Personal Investment Manager with one of Canada’s largest banks. He has obtained both a Bachelor of Business Administration (BBA) and a Master of Business Administration (MBA) – highly regarded degrees that serve as a mark of professionalism and integrity.
Cory was promoted to Senior Investment & Wealth Advisor for his long-standing success and commitment to client satisfaction and performance. This achievement recognizes the years of commitment and dedication to clients and the firm and demonstrates the superior qualities of advisors in our industry. Cory has gained the trust and respect of clients and colleagues by providing personalized service, prudent investment counsel and comprehensive wealth management solutions.
In addition to his professional investment advisory services, Cory has been involved in many complex situations such as estate freezes, family trusts and holding companies as part of succession and estate planning.
A believer in the importance of continuing education, Cory has also completed numerous investment and financial planning courses. He and his family reside in West Pubnico where he is an active member of the community. He is fluent in both English and French.