Avoid potential mail disruptions with Online Access & e-Delivery

A Canada Post labour disruption may take place as early as May 22. Enrol in Online Access and choose e-Delivery to receive statements and other communications during mail interruptions. 

Skip to Main Content
Cory Sheehan, Financial Advisor

FINANCIAL ADVISOR
Cory Sheehan

CFP®, CEA®, CEPA®
2136 Mountain Grove Avenue, Burlington, ON L7P 2J3opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Sustainable Investing
  • Divorce finances
  • Wealth protection strategies
  • Business owner considerations
  • Estate and legacy strategies

About Cory

I specialize in creating long-term personalized financial strategies and estate plans for families and small business owners. In addition to this, I help guide clients to build tax-efficient, socially responsible investment portfolios that will meet their growth needs.

I hold both the Certified Financial Planner® and Certified Executor Advisor (CEA®) designations and have been serving individuals, families and business owners with complex financial needs for over 15 years. These combined designations help me go beyond financial numbers and truly understand what is most important in the lives of my clients. This enables me to educate and guide them in decisions...

Work History

  • Edward JonesJanuary 2018 to Current

Personal Interests

  • Art & Theater
  • Camping
  • Golfing
  • Spending Time with Family
  • Traveling

Team Members

  • Ashley Gaudon
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 08:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 336-5090

Fax

(866) 565-7205

Office Address

2136 Mountain Grove Avenue
Burlington, ON L7P 2J3opens 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