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Cody Vorosmarty, Financial Advisor

FINANCIAL ADVISOR
Cody Vorosmarty

CEPA®, MFA-P™
37 Beju Industrial Drive, Suite 203, Sylvan Lake, AB T4S 0K9opens in a new window
CallSend Me a Message

Focus Areas

  • Business retirement plans
  • Divorce finances
  • Retirement savings strategies
  • Estate and legacy strategies
  • Wealth strategies
  • Special needs financial considerations

About Cody

Adding value (figuratively and literally) is what we do for our clients. Your life is not one size fits all and your financial and investment strategies should reflect your unique situation. Our practice is here to help you navigate your specific needs and goals. Once we have identified and prioritized your goals, we'll work together to create a tailored personalized strategy to help you achieve and protect them, and we'll revisit your strategy regularly to help make sure that you stay on track through all life's ups and downs.

Business owners also need a professional who will work collaboratively with their...

Work History

  • Edward JonesJune 2018 to Current

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(403) 887-1967

Fax

(844) 806-8040

Office Address

37 Beju Industrial Drive
Suite 203
Sylvan Lake, AB T4S 0K9opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More