Skip to main content

Cory Garlock

Investment 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 15 years of financial industry experience.  

Cory advises a select group of high net worth individuals, business owners and their families and tailors his solutions to the life/financial goals, risk tolerance and timeframes of his clients. 

Though he believes he excels as a primary advisor, Cory collaborates cross-functionally with financial area specialists and can work in tandem with an expanded team per client needs, while continuing to leverage the expertise, solutions and unique advantages offered by TD Wealth, one of Canada's largest, leading investment management firms.

In the eight years prior to joining TD Wealth Private Investment Advice in early 2015, Cory worked with RBC's mass affluent clients as an Investment & Retirement Planner at RBC Wealth Management. With experience in trusts, Cory specialized in optimizing product mix for seniors, with an emphasis on conservative investment solutions.

Cory's successful transition to TD was recognized when he was nominated, by the 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 exceled at pushing the envelope with innovation and growth, garnering industry attention and the respect of peers

When not in 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

COMMUNITY INVOLVEMENT

Kanata Nordic Ski Club

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?