Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CIM®
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.
Senior Portfolio Manager
Senior Investment Advisor
B.Comm.
CIM®
Jason holds a Bachelor of Commerce degree from the University of Alberta where he majored in Finance. Prior to joining the TD in 2007 as an Investment Advisor, Jason spent over 10 years in the private sector where he was involved in senior management conducting financial and operational analysis. Jason and his wife Lori are active supporters of various local charities and organizations within the community. Jason and his wife Lori have two daughters and one son.
Dynamic Expertise Focused on Achieving Your Financial Objectives
At River Valley Group 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 helping to fulfill the needs of select clientele with significant assets. Our comprehensive experience extends to individuals, families, corporations, non-profit organizations, municipalities and other high net worth organizations.
Team Strength
The River Valley 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
TD Wealth's high net worth planning team provides customized, integrated financial solutions tailored to your vision and your goals. Through the comprehensive discovery of your needs, together we identify priorities for your unique financial framework. The services provided by TD specialists encompass income planning, wealth protection, cash flow management, tax planning strategies, charitable giving, wealth transition and other services. Our team efforts are dedicated to constructing your portfolio, implementing, monitoring and updating your wealth plan.
River Valley Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Senior Portfolio Manager
Senior Investment Advisor
CIM®
Mark England, CIM, has 29 years of experience in the financial services industry and a strong understanding of investments, cash, and risk management. Prior to joining TD Wealth PIA in 2001, Mark was with TD Securities providing consultative solutions to corporations on their foreign exchange hedging, fixed income, and money market requirements. He has the Canadian Investment Manager designation, and a BA in Economics. Mark and his wife Debbie have 1 Daughter and 2 Sons all the same age (TRIPLETS!)
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
TD Wealth's high net worth planning team provides 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 financial plan.
Associate Investment Advisor
CIM®
Client Relationship Associate
Client Relationship Associate
Client Relationship Associate
CIM®
