Cory and his assistants, Diana and Britt, strive to provide clients with a worry-free retirement experience. They are committed to the six-step process of financial planning to build a tailor-made financial plan for each client.  Cory has been providing financial advice to clients for more than 15 years and worked in the financial services industry since 1990. 

Cory originally entered college with the hopes of becoming a real estate appraiser; however, it became clear that a career in financial and investment planning was a better fit.  Other than a five-year stint, early in his career at a local credit union, Cory has been with Rogers Group Financial where he continues to build his practice by providing his clients, their families and their friends with unbiased and professional financial and investment advice.  As a financial steward of his client's wealth, Cory is a conservative investor who believes in a balanced approach to wealth creation with a focus on generating income.

"My goal as a financial advisor is to create wealth for my clients and their families by maximizing portfolio income and minimizing volatility.  Investing in income-oriented investments reduces risk in a portfolio while providing a reward for investing one's capital."

Cory is a Financial Advisor  holding both the Certified Financial Planner (CFP) and the Canadian Investment Manager (CIM) designations.  The combination of his financial planning and investment management education and experience makes him uniquely qualified in his industry as an expert in investment strategies and financial and retirement planning.

When outside of the office, Cory enjoys spending time with his wife Jenny and their 4 children.  He also enjoys cooking, carpentry, home renovations and traveling.