AeroLeads people directory · profile
Corey Thorn, Cfp, Clu Email & Phone Number
Founder
at
M&D Succession
1 work email found
@investorsgroup.com
2 phones found area 647
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
Toronto, Ontario, Canada
Company size
Who is Corey Thorn, Cfp, Clu? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Corey Thorn, Cfp, Clu is listed as Founder at M&D Succession, a company with 1 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at investorsgroup.com, phone signal with area code 647, and a matched LinkedIn profile for Corey Thorn, Cfp, Clu.
Corey Thorn, Cfp, Clu previously worked as Vice President at Mansha Plan and Director of Tax and Estate Planning at Mansha Plan. Corey Thorn, Cfp, Clu holds Certified Financial Planner - Cfp®, Finance from Fp Canada.
Company email context
Email format at M&D Succession
This section adds company-level context without repeating Corey Thorn, Cfp, Clu's masked contact details.
*@investorsgroup.com
68% confidence
AeroLeads found 1 current-domain work email signal for Corey Thorn, Cfp, Clu. Compare company email patterns before reaching out.
Profile bio
About Corey Thorn, Cfp, Clu
If you’re looking to create, protect and preserve wealth, Corey’s got you covered.With tax, estate and succession being his main focus, Corey identifies individual opportunities by uncovering financial unknowns.Now In his 13th year in the industry, Corey holds his LLQP, CFP and CLU. His Focuses Are:Financial Planning Insurance Planning Estate PlanningTax Planning Succession Planning Corporate PlanningInter-generational Wealth TransferChild Insurance Planning
Listed skills include Retirement Planning, Finance, Mutual Funds, Fixed Annuities, and 28 others.
Current workplace
Corey Thorn, Cfp, Clu's current company
Company context helps verify the profile and gives searchers a useful next step.
M&D Succession
6 roles
Corey Thorn, Cfp, Clu work experience
A career timeline built from the work history available for this profile.
Founder
Vice President
Nov 2023 - Dec 2023
Director Of Tax And Estate Planning
Nov 2021 - Nov 2023
Director, Private Wealth
Oct 2019 - Nov 2021
Financial Consultant
Investors Group Financial Services Inc.Providing Clients With Comprehensive Financial Plans and Strategies.
Oct 2012 - Oct 2019
4 education records
Corey Thorn, Cfp, Clu education
Certified Financial Planner - Cfp®, Finance
Fp Canada
The Chartered Life Underwriter (Clu®)
Advocis
Life Licence Qualification Program
Investment Funds Institute Of Canada
Mutual Funds Licence
Investment Funds Institute Of Canada
FAQ
Frequently asked questions about Corey Thorn, Cfp, Clu
Quick answers generated from the profile data available on this page.
What company does Corey Thorn, Cfp, Clu work for?
Corey Thorn, Cfp, Clu works for M&D Succession.
What is Corey Thorn, Cfp, Clu's role at M&D Succession?
Corey Thorn, Cfp, Clu is listed as Founder at M&D Succession.
What is Corey Thorn, Cfp, Clu's email address?
AeroLeads has found 1 work email signal at @investorsgroup.com for Corey Thorn, Cfp, Clu at M&D Succession.
What is Corey Thorn, Cfp, Clu's phone number?
AeroLeads has found 2 phone signal(s) with area code 647 for Corey Thorn, Cfp, Clu at M&D Succession.
Where is Corey Thorn, Cfp, Clu based?
Corey Thorn, Cfp, Clu is based in Toronto, Ontario, Canada while working with M&D Succession.
What companies has Corey Thorn, Cfp, Clu worked for?
Corey Thorn, Cfp, Clu has worked for M&D Succession, Mansha Plan, and Ig Wealth Management.
How can I contact Corey Thorn, Cfp, Clu?
You can use AeroLeads to view verified contact signals for Corey Thorn, Cfp, Clu at M&D Succession, including work email, phone, and LinkedIn data when available.
What schools did Corey Thorn, Cfp, Clu attend?
Corey Thorn, Cfp, Clu holds Certified Financial Planner - Cfp®, Finance from Fp Canada.
What skills is Corey Thorn, Cfp, Clu known for?
Corey Thorn, Cfp, Clu is listed with skills including Retirement Planning, Finance, Mutual Funds, Fixed Annuities, Cash Management, Financial Planning, Asset Management, and Estate Planning.
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