Cory Kloss

Investment Advisor

403-341-8885 | Email me

Cory has been assisting families with their wealth management goals since joining RBC Dominion Securities in 2013. He has completed his degree in Business Administration from Mount Royal University as well as a number of industry specific courses such as the Canadian Securities and Wealth Management Essentials courses through the Canadian Securities Institute. Cory also holds his Life Insurance license through the Alberta Insurance Council, qualifying him to advise clients on complex risk management, tax-deferral, and estate-planning strategies.

 

Cory was born and raised in Red Deer, where he resides with his wife Nicole and their children Isla and Kemper. He is active in the community and with local charities, including the Piper Creek Optimist Club, Aspire Special Needs, and the Child Advocacy Centre. In Cory's spare time you are likely to find him spending time with family and enjoying an assortment of activities like golf, fishing, and hockey. Backed by the resources of RBC Dominion Securities, Cory works to ensure that all client needs are met, from investment portfolio management to retirement and estate planning.

Jennifer Stevens

Associate

403-341-7223 | Email me

Jennifer joined RBC Dominion Securities in 2016 and brings nearly a decade of experience in the financial services industry. She is working on Cory's team as a licensed Associate having completed both the Canadian Securities Course and Conduct & Practices Handbook.

 

Jennifer is committed to providing exemplary service to ensure that all accounts and their specific administrative needs are properly maintained. She is very likely the first friendly face you will see when you visit our team's office.

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Jason Fong, B.Comm., CPA, CA

Financial Planning Specialist, RBC Wealth Management


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Avideh Parent, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management


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Colin Biblow, CFP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Faisal Jamal, CPA, CA

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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