Our Team

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.

Andrea is a Service Associate who works closely with clients and supports the day-to-day operations of the practice alongside Corey. She is committed to delivering a positive client experience, providing attentive service, and helping ensure clients receive the support they need throughout their financial journey.

Andrea holds a Bachelor of Arts in Political Science, which has equipped her with strong analytical, communication, and critical thinking skills. Originally from South America, she moved to Canada with her family at a young age, giving her a unique perspective and an appreciation for diverse experiences. Fluent in Spanish, she takes pride in building strong relationships with clients from a variety of backgrounds, helping them feel understood and supported throughout their financial journey.

 Andrea is passionate about building her knowledge and expertise within the wealth management industry. She aspires to grow her career in the field while continuing to provide exceptional support to clients and her team. Outside of work, Andrea enjoys travelling, reading, and maintaining an active lifestyle through fitness. She values personal growth, meaningful relationships, and new experiences, bringing the same enthusiasm and dedication to both her personal and professional life.