Skip to main content

Cory Garlock

Vice PresidentInvestment Advisor

  • CFP®
  • CIM®
  • FCSI®

Wealth management that evolves as your needs, priorities and circumstances change over time

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.  

Cory's successful transition to TD was recognized when he was nominated, by Wealth Professionals Magazine, as a finalist for the First Trust Award for Young Gun of the Year in 2017. He was one of ten investment advisors, under 40, nominated nationwide. This Award goes to the relatively new advisor who has best excelled at pushing the envelope with innovation and growth, garnering industry attention and the respect of peers. Cory was also placed in Wealth Professional Magazine's Top 50 Advisors in Canada for 2019, adding to his list of accolades achieved throughout his career thus far. 


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 on the Kanata Nordic Ski Club executive board. Skiing has been a passion for most of his life.

He also supports several animal-related charities.   

ADDITIONAL CONTACT

Toll Free: (866) 347-4075
Fax: (613) 783-4075
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

LANGUAGES

English

EDUCATION

University of Western Ontario

SOCIAL LINKS

LinkedIn

Additional Information

Picture1.jpg

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?