Kory Knox, Cfp, Ris

Kory Knox, Cfp, Ris Email and Phone Number

I help professionals grow and protect their wealth while saving on taxes. @ McAuley Financial Services
ottawa, ontario, canada
Kory Knox, Cfp, Ris's Location
Ottawa, Ontario, Canada, Canada
Kory Knox, Cfp, Ris's Contact Details

Kory Knox, Cfp, Ris work email

Kory Knox, Cfp, Ris personal email

About Kory Knox, Cfp, Ris

I help professionals achieve early retirement without sacrificing lifestyle, while paying less in taxes. Most business owners focus on wealth accumulation throughout their working years, giving very little thought to the distribution phase. This leaves many of them ill prepared for retirement. I specialize in helping business owners to create a clear distribution plan that they cannot outlive. I mainly focus on helping individuals achieve their financial goals by learning what’s really important to them and their future financial journey.I specialize working with successful business owners within 7 years of retirement, including a strong emphasis on, but not limited to: Engineers, Medical Professionals, and Business owners.When you work with with McAuley Financial Services, you get the most efficient, and effective plan to achieve all your financial goals while being extremely tax efficient.WHAT MAKES ME DIFFERENT:I act as a true fiduciary, always putting the best interest of my clients before anything else. I have 8+ years in the industry experience in helping business owners clarify the income they need in retirement to maintain the lifestyle they have become accustomed to. Having many personal friends as business owners, I am intimately aware of the challenges that you face and understand the desire to achieve your financial goals.We have a consistent and proven process to help our clients clarify and identify their financial goals, providing structure, organization and simplicity. It all starts with an initial call to understand your current situation, where you want to be, and if we’re the right partners to help you get there.READY TO TALK?Reach out to me directly here on LinkedIn, email me at kory@mcauleyfinancial.com , visit us online at mcauleyfinancial.com , or call me direct at phone 613-795-4651.Book a call here: https://calendly.com/kory-knox-cfp/15min?month=2021-01Mutual funds provided through Investia Financial Services Inc.

Kory Knox, Cfp, Ris's Current Company Details
McAuley Financial Services

Mcauley Financial Services

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I help professionals grow and protect their wealth while saving on taxes.
ottawa, ontario, canada
Employees:
4
Kory Knox, Cfp, Ris Work Experience Details
  • Mcauley Financial Services
    Certified Financial Planner
    Mcauley Financial Services Apr 2016 - Present
    Ottawa, Canada Area
  • Freedom 55 Financial
    Financial Security Advisor
    Freedom 55 Financial Feb 2015 - Feb 2016
    Ottawa, Canada Area
  • Techtronic Industries
    Field Marketing Representative
    Techtronic Industries Jul 2013 - Jan 2015
    Ottawa, Canada Area
    -Identify and develop a plan to convert strategic users in the Plumbing, Electrical, Mechanical and HVAC trades-Execute joint user calls with distributor sales staff-Initiate and execute counter events and distributor staff PK sessions-Maximize exposure and relationships within key trade associations and trade schools such as the ECA, MCAC, GCA, PAT and NAT-Effectively sell and present the Milwaukee advantage to users-Be a product and application expert for Milwaukee’s… Show more -Identify and develop a plan to convert strategic users in the Plumbing, Electrical, Mechanical and HVAC trades-Execute joint user calls with distributor sales staff-Initiate and execute counter events and distributor staff PK sessions-Maximize exposure and relationships within key trade associations and trade schools such as the ECA, MCAC, GCA, PAT and NAT-Effectively sell and present the Milwaukee advantage to users-Be a product and application expert for Milwaukee’s breadth of line in Cordless, T&M, Accessories, and Corded products-Operate within the established budget guidelines-Prepare and present monthly recaps and monthly conversion estimates Show less
  • Techtronic Industries
    Field Sales Representative
    Techtronic Industries Aug 2012 - Jul 2013
    Ottawa, Ontario
    - Perform sales and marketing activities to exceed sell through forecast while maintaining positive customer relations - Maximize sell through by developing and executing merchandising and sales campaigns- Intercept customers in stores and encourage their selection - Develop and maintain strong relationships with store management and personnel - Implement strategic corporate brand marketing initiativesImplement selling tactics that focus on delivering the desired financial… Show more - Perform sales and marketing activities to exceed sell through forecast while maintaining positive customer relations - Maximize sell through by developing and executing merchandising and sales campaigns- Intercept customers in stores and encourage their selection - Develop and maintain strong relationships with store management and personnel - Implement strategic corporate brand marketing initiativesImplement selling tactics that focus on delivering the desired financial results- Actively participate in principle trade association meetings, conventions, grand openings, trade shows, resets, etc. - Analyze market potential and communicate competitor market data Show less
  • Cibc
    Customer Service Representative
    Cibc May 2011 - Jul 2012
    -Process transactions for customers accurately and efficiently-Provide customers with information on banking options -Assist customers with debit and credit card problems-Help customers solve banking provides-Find remedies for customer's banking issues-Handle cash and balance nightly
  • The Beer Store
    Customer Service Representative
    The Beer Store Jan 2008 - Jul 2012
    -Load and unload brewers trucks-Make waybills for trucks-Certified Power Jack Operator-Assisted customers to help in decision process-Regularly clean store-Temporary Shift Supervisor on Sundays
  • Niagara Economic Development Corporation
    Economic Development Officer Assistant
    Niagara Economic Development Corporation Jun 2010 - Sep 2010
    *Compile information for a business directory*Verify database information*Create original content for website*Test website for defects and bugs*Manage large databases

Kory Knox, Cfp, Ris Education Details

Frequently Asked Questions about Kory Knox, Cfp, Ris

What company does Kory Knox, Cfp, Ris work for?

Kory Knox, Cfp, Ris works for Mcauley Financial Services

What is Kory Knox, Cfp, Ris's role at the current company?

Kory Knox, Cfp, Ris's current role is I help professionals grow and protect their wealth while saving on taxes..

What is Kory Knox, Cfp, Ris's email address?

Kory Knox, Cfp, Ris's email address is kn****@****ail.com

What schools did Kory Knox, Cfp, Ris attend?

Kory Knox, Cfp, Ris attended Niagara College, An Myer.

Who are Kory Knox, Cfp, Ris's colleagues?

Kory Knox, Cfp, Ris's colleagues are Angela Houle, Kimberley Tran, Matteo Dipaolo, Nathan Pitt, Patrick Lockhart.

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