Cory Almquist
Senior Investment Advisor
Senior Portfolio Manager
CIM®
Working together to help you achieve what truly matters to you
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Cory started his career in the financial services industry with TD in 1996, became an Investment Advisor in 2005 and in 2012 was a founding partner for the River Valley Wealth Management Group of TD Wealth Private Investment Advice. He has extensive experience working with a select group of families, Institutions, Foundations, Corporations and other high net worth organizations. He holds the Chartered Investment Manager (CIM®) designation and has completed the Personal Financial Planning (PFP) course.
Cory has strong ties to the community and is an active supporter of numerous local organizations, charities and initiatives. He previously sat on the board of directors for the Edmonton Catholic Schools Foundation. Cory enjoys spending time with his three daughters at the lake, on a ski hill or in a dance studio.
Dynamic Expertise Focused on Achieving Your Financial Objectives
At River Valley Wealth Management we know you have a vision for your life, your family, your business, and your legacy. To help you achieve your unique objectives we have formed a team of financial industry specialists dedicated to building firm foundations and achieving your long-term goals.
Comprehensive Experience
Our wealth management advisors offer a combined five decades of financial industry experience in fulfilling the needs of select clientele with significant financial assets. Our comprehensive experience extends to individuals, families, corporations, non-profit organizations, municipalities and other high net worth organizations.
Team Strength
The River Valley Wealth Management Group works within a team-based approach. Our complementary strengths bring together sophistication, knowledge, versatility and accountability. Our approach provides a unique depth of dialogue, advice and proactive solutions. As a team we make it a priority to provide greater flexibility, stability, continuity and clarity.
Strategic Services
With access to various TD specialists including TD Wealth's High Net Worth Planners, we work to provide customized, integrated financial solutions tailored to your vision and your goals. Through the comprehensive discovery of your needs we identify priorities for your unique financial framework. Services encompass income planning, wealth protection, cash flow management, tax planning strategies, charitable giving, wealth transition and other beneficial services. Our team efforts are dedicated to constructing your portfolio, implementing, monitoring, and updating your investment plan.
Certificates
CIM®
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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