With over a decade of experience in the financial services industry, Corey focuses on helping individuals and families achieve their financial and lifestyle goals through personalized, long-term wealth management strategies. His relationship-driven approach is grounded in trust and a strong understanding of each client's goals, with a focus on helping clients build, preserve and transition their wealth.

Corey holds both a Bachelor of Arts and a Master of Management from the University of British Columbia, where he was also a member of the varsity football team. He brings the same discipline, commitment and collaborative mindset developed through his academic and athletic experiences to his work with clients.

Corey is passionate about mentorship and community involvement. Outside of work, he enjoys spending time outdoors with his family. He is married, has one daughter and values building meaningful, lasting relationships both personally and professionally.

Corey welcomes the opportunity to connect with individuals and families looking for thoughtful, personalized guidance as their financial needs evolve.