Corey Weinberg

Your family. Your future. Your legacy. My commitment to helping you achieve your goals all starts from understanding what is most important to you. There's no story quite like yours and your financial plan should reflect this.

When you work with me, I take the time to understand your story and your motivations for investing in the first place. Does that include putting your children through university, making sure you've saved enough for your retirement, leaving something for your heirs, or something else? I can help you bring these goals into focus.

We use an established process to bring your personalized financial strategy to fruition. We'll partner together throughout your life to protect your goals and make sure you're on track. Life moves fast and things inevitably change, so we'll meet regularly to make sure your strategies align with your priorities.

I'll be there for you whenever you need to make important decisions that may impact your long-term picture. This includes things outside of the normal scope of investing. I appreciate the opportunity to collaborate with your accountant, lawyer, and other professionals to ensure that we're working harmoniously towards your goals.

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a positive impact in the lives of families and businesses in my community. Something I truly love about what I do is being able to celebrate my client's milestones and successes.

My financial services journey began in 2016 and I've helped my clients navigate through different life stages, complex situations, and ever-changing market conditions. My goal has always been to help my clients feel in control of their financial life and to have the freedom to focus on what's in front of them.

I invite you to contact me to discuss your story and how we can write the next chapters together.