Cory Garlock
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A trusted manager of comprehensive investment solutions, Cory Garlock is an accomplished Investment Advisor who holds the official designations: Certified Financial Planner (CFP®), Personal Financial Planner (PFP®), Chartered Investment Manager (CIM®), and Fellow of Canadian Securities Institute (FCSI®). He complements his education with 18 years of financial industry experience, across three National Investment Firms, in wealth management roles.
Investing his clients' portfolios in solutions they understand and educating clients in plain language, without using industry jargon, are two principles that Cory hangs his hat on. He also believes that financial planning is an integral part of the puzzle, so that he can advise on all matters important to his clients.
Outside of the office, Cory enjoys spending time with his wife, two children and his Cocker Spaniel/Bichon Frise mix.
Cory is also an avid skier. Skiing has been a passion for most of his life.
He also supports several animal-related charities.
Phone
Fax
(613) 783-4075
Certificates
CIM®
CFP®
FCSI®
Languages
English
Education
University of Western Ontario

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
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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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