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.