Cory joined Stewart Thomas Wealth Management in 2013. Prior to this, Cory worked at CIBC Wood Gundy, Valley First Credit Union and Summerland District Credit Union in client services. She has completed her Canadian Securities Course, Conduct & Practices Handbook and is currently enrolled in the Wealth Management Essentials Course through the Canadian Securities Institute. Her role as Executive Assistant is to oversee our Total Client Experience program and work with our clients as well as their other professional advisors to ensure that we deliver the best and most comprehensive advice and information in the industry. Cory also works closely with Trevor to provide research, marketing support, client communication and technical support for all aspects of our business.
Cory lives in Summerland and when she is not in the office, she enjoys being with friends enjoying all of the outdoor activities and events that the Okanagan has to offer.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.