With over 30 years of experience in financial planning and wealth management, Cory is a trusted advisor dedicated to delivering tailored wealth solutions for high-net-worth investors. Since joining RBC Dominion Securities in 1998, he has earned a reputation for excellence, culminating in his promotion to Senior Investment & Wealth Advisor—a testament to his unwavering commitment to client success and firm performance.
Cory specializes in personal and business owner planning which encompasses advanced wealth strategies, including estate freezes, holding companies, family trusts, testamentary trusts, alter ego trusts, and succession planning. He collaborates with clients’ trusted accountants, lawyers, and bankers to ensure their wealth strategies are optimized for long-term success. Supported by a network of over 200 RBC Wealth Management professionals specializing in tax planning, business owner planning, will & estate planning, financial planning and tax-efficient intergenerational wealth transfer strategies, he ensures comprehensive and integrated wealth strategies. Additionally, Cory can provide clients with access to professional money managers through RBC’s discretionary portfolio services, offering institutionalized investment expertise tailored to complex financial needs.
Holding a Bachelor of Business Administration (BBA) and Master of Business Administration (MBA), alongside advanced certifications in investment and wealth planning, he provides fluent bilingual guidance (English and French) tailored to the unique needs of affluent individuals and families.
Beyond his professional achievements, Cory is deeply engaged in his local communities and enjoys outdoor activities like snowmobiling, boating, and ATVing. Residing in West Pubnico with his family, he embodies a balance of professional rigor and personal commitment, making him a respected advisor and community member.
