Cory joined Crescent Financial Group in November 2015 and became a Managing Partner in January 2019. Cory has been working in the financial services industry since February 2000 and spent 8 of those years working for two major Canadian banks with high net worth clients. Cory offers years of financial planning experience and has worked in many areas such as investment planning/recommendations and debt management.
Cory has volunteered for many great causes over the years such as United Way. Cory sits on the Advocis (The Financial Advisors Association of Canada) board, presently as Vice-President of the Winnipeg Chapter and has served on the board since 2018.
Cory’s focus is on financial planning with his clients and he has cultivated long-standing trusting relationships with those clients he works with. Cory, his wife Tracey, son Joel, two daughters, Hayley and Isabella and his grand-daughter Isla are lifelong Winnipeg residents. As a family they are huge hockey fans. Cory regularly plays tennis and floor hockey and is lover of yoga. During the summer months the family can often be found relaxing and enjoying lake life in Kenora.
