Cory Wilson Email & Phone Number

Ottawa, On, Ca

Ottawa, Ontario, Canada

Providing innovative, Practical, and secure solutions to business owners and their families.Financial Planning: Tax planning, risk management/insurance, succession planning, and estate planning.Wealth Management: Tailored Solutions, Alternative Strategies, Low fees, and Proprietary offerings.Employee Benefits and Savings: Employee benefits, Group savings, HR support, and Health & Lifestyle Spending Accounts.

Toronto, Ontario, Canada

Expertise --​> Trust --​> Peace of MindProtect is a boutique insurance and financial planning firm, focused on meeting the needs of dentists, medical professionals and business professionals. Understanding that our clients are business owners with unique needs that evolve significantly over time, we work closely together throughout their professional careers to ensure our clients have the right wealth management strategies in place and the right support every step of the… Show more Expertise --​> Trust --​> Peace of MindProtect is a boutique insurance and financial planning firm, focused on meeting the needs of dentists, medical professionals and business professionals. Understanding that our clients are business owners with unique needs that evolve significantly over time, we work closely together throughout their professional careers to ensure our clients have the right wealth management strategies in place and the right support every step of the way.Founded by Dr. Ian Wexler, a well-known dentist who after becoming disabled was a tireless advocate for obtaining the right coverage at the right time, Protect delivers an unparalleled level of client care and unmatched understanding for the financial needs of professional clients. Show less

Ottawa, Ontario, Canada

I work with clients to fulfill their investment planning needs and offer product solutions to help them achieve their goals. I ensure my clients’ portfolios are diversified and meet their specific risk tolerance – because no two clients are the same.Insurance products, including segregated fund policies, are offered through CAPCORP Financial, and Cory Wilson offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Ottawa, Ontario, Canada

I meet with clients to gain a clear understanding of their goals and dreams. At the same time, we analyze their current situation and identify any planning gaps that could arise. Once we put a plan in place, we review it regularly to help ensure it meets their changing needs and is in line with their short- and long-term goals.Using our financial planning approach, I promise to always act in the best interests of my clients with the utmost honesty and integrity to provide thorough… Show more I meet with clients to gain a clear understanding of their goals and dreams. At the same time, we analyze their current situation and identify any planning gaps that could arise. Once we put a plan in place, we review it regularly to help ensure it meets their changing needs and is in line with their short- and long-term goals.Using our financial planning approach, I promise to always act in the best interests of my clients with the utmost honesty and integrity to provide thorough advice that will ultimately put you on a path to reach your financial goals.In partnering with myself and the team at Freedom 55 Financial, you gain access to a team of experts who represent Canada Life Assurance Company. Canada Life has been serving customers since 1847 as Canada's first domestic life insurance company. In 2019, Canada Life:-Helped families cope with loss, paying out more than $2.5 billion in life insurance benefits.-Provided income for over 79,500 people who became disabled and could no longer work.-Made over $909 million of annuity payments, helping Canadians fund their retirement with a secure income stream.-Helped 30,000 employers provide benefits plans and 9,000 employers offer retirement savings plans for their employees.-Contributed $12.8 million to Canadian communities.My team and I help you with building customized plans that may include:- Portfolio Management- Cash Flow and Budgeting- Education Funding for Children- Retirement Planning - Wealth accumulation and distribution- Family Protection Planning- Individual Life Insurance- Critical Illness Income Protection- Disability Income Protection- Mortgage Referrals- Mortgage Protection- Group Benefits Broker- Health and Dental Plans- Portfolio Analysis- Tax Efficient PlanningIf you and your family are looking for a trustworthy financial advisor, please reach out by emailing me at Cory.Wilson@freedom55financial.com Show less

Ottawa, Ontario, Canada

Ottawa, Canada Area

• Designed, organized, and implemented practices for youth hockey players.

Bachelor Of Economics

Activities and Societies: Varsity Ice Hockey Player 2016-2017 Varsity Ice Hockey Assistant Coach 2017-2018

Bachelor'S Degree, Economics/Business, 3.7

Activities and Societies: Varsity Ice Hockey Player Student Athletic Advisory Committee