Cory Almquist, Conseiller en placement,Edmonton, AB

Phone

Office

Office Location

10088 - 102nd Ave., Suite 2400 Edmonton, AB T5J 2Z1. map

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 will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.