
Member Bio
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Cory brings nearly 30 years of experience in the financial services industry, helping individuals, families, and business owners navigate complex financial decisions with confidence. A Certified Financial Planner (CFP) with a Bachelor of Arts in Economics from the University of Manitoba, he combines strong technical expertise with a practical, client-focused approach.
He specializes in retirement and tax planning, estate and intergenerational wealth transfer, and risk management (insurance) strategies. He has extensive experience advising business owners, farm operators, senior executives, and professionals.
Cory’s insights have been featured in The Globe and Mail, Winnipeg Free Press, Advisor.ca, and Investment Executive.
Guided by the principle “plan well, live better,” Cory’s approach aims to find balance by helping clients build strategies to support both financial security and long-term lifestyle goals.
Outside of work, he enjoys time at the cottage with his wife Nicole and their two sons, travelling to Australia to visit family, and collecting vintage diecast cars.