Around three years ago my wife and I needed help financially. We had recently had our second child and had not properly realigned our lifestyle habits with the fact that there was one fewer income and a couple extra mouths and a larger mortgage. We were spending around $700/month more than we were making.
We needed to put a budget together and hold ourselves accountable to it. Something history proved for the past year or so that neither of us was very good at doing. I asked a close friend how he and his wife were able to adjust to very similar circumstances, going from two incomes, no kids, to one income, two kids. He recommended Corry.
Corry was exactly what we needed, at pretty much at the exact time we needed it. Don’t get me wrong, it wasn’t easy, and we didn’t get along at first. We needed tough love, and a lot of hard truths, a couple of reality checks, which Corry had the experience to show us and help us get our financial situation turned around.
Fast forward to the present, we are living in a beautiful location, a couple of blocks from our kids’ schools. We’ve got our spending and budget under control, including some contributions to RRSPs. Our savings portfolio is performing better than I can remember, and we’re purchasing an investment property at the end of the month that we expect to see $300+ in monthly cash flow.
Corry has been amazing with our kids, very flexible with accommodating our busy schedule. She is professional, honest, funny, always happy, outgoing and bubbly almost to a flaw. My wife and I would recommend her to anyone that needs a financial planner, or a kick in the pants, or a balanced personal budget.
She’s been a miracle worker in our lives.
I met Corry thru my mom, I had come into some money and instead of spending it I wanted to invest it but I didn’t know they way I should do that to get the most out of my investment. It can be scary thinking about money and the future so I was feeling overwhelmed.
When I met Corry she put my insecurities to rest. I love to shop and was embarrassed to show her my spending habits but then she told me how she was the same when she was younger. This made me feel even more comforted.
With Corry’s help I have been able to save money towards a house, for my retirement and get a illness insurance plan. She is very motivating and knows what she is talking about. I feel very secure knowing that she will be by my side helping me to a better future.
Thanks so much Corry!
I met Corry at one of the home parties of a good friend of mine. I was a few years after my divorce and I knew very little about handling money. I did know I wanted to retire as soon as I could.
We started to prepare a long term plan so I could retire, but very quickly I found out there was going to be lots of adjustments in preparation for this to be happening. Every once and awhile I would be flooded with concerns with huge expenses that will come I was living in a leaky condo and there were special levies put on us every few months.
Every time I would be panicky or feel flooded and overwhelmed I would call Corry and she was always available very patiently, took me by the hand and walked me step after step. She would show me the way and how to continue and always promising that we were on the right track and just keep going.
To my delight I retired in July 2015 , one month before my 65th birthday.
I want to recommend from the bottom of my heart to have Corry as your help, and support and financial planner. Corry and her team are GREAT and I hope when she becomes well known and famous she will still be my friend and my support.
I want to give you a BIG round of applause! You have helped Chris and I build an amazing financial footing and we look forward to our retirement (but not for a few years yet!). We are so happy that we moved from the financial institution, where no one cared about us, to you!
Thank goodness I met you at one of your fantastic Cocktails and Cash parties! What a great idea having a financial party where there is absolutely NO pressure to use you but you give wonderful information and material to every woman present at a cost to yourself but getting nothing in return.
I think that is part of what makes you very special. You have always been so wonderful to Chris and I and our family. You make it your business to know our family and always ask how the boys are doing (and the dog too!).
We also find you very supportive of Jenn’s business, Furry Friends & More Pet Services and Products, as well, thanks for that.
Thanks for “making” us money Corry! J
I first met Corry at a Business Networking Association. Each week, Corry presented about her business, her passion for investing, her passion for life. I was impressed.
It was a scary moment when I signed over my lifetime of savings, always invested through my financial institution, but I have never looked back. It was the best financial decision I have ever made.
Corry takes the time to explain everything, in ways I can understand, and takes charge when she needs to. Corry does her homework for you, for very personalized attention. Before Corry, I rarely heard from the bank.
Now, Corry keeps me informed of changes, she switches things up when she needs to, and her door is always open. I am so pleased I have Corry looking after my financial matters.
Corry and her team are just fabulous !! I have been working with Corry for over 5 years and she has really helped me to feel supported in my investing and insurance needs.
She is proactive and helpful and is always ready for our meetings with up to date market and strategic analysis of my portfolio. She recently helped introduce my teenager to investing when he was gifted a small amount of money from his grandmother.
She is authentic, professional, fun and operates from a place of high integrity – I trust her advice implicitly. You feel like part of her extended family when you work with Corry.
I highly recommend her for anyone needing assistance in their money management and insurance needs.
I became involved with Corry as I felt that my financial advisor wasn’t listening to me. If I had concerns about the market he basically said don’t worry. I decided that having a woman involved with my financial planning would bring a different perspective.
I love that Corry will contact me to suggest that I move my money around because of how she is reading the financial situation at that time. It is my choice if I follow her advice but I would be a fool if I didn’t.
I love to work with her because Corry matches my personality. Since working with Corry, my portfolio has increased and I don’t have to worry. She will make you money.
We were referred to Corry Staff and have been very satisfied since the beginning. She has taken the time to get to know us and explain the details of our financial planning in an easy to understand way.
The plan is tailored to us and is not a cookie cutter strategy. She and her team are approachable, courteous, knowledgeable, quick to respond, and always professional.
Our financial picture looks better after involving Corry in it! We would not hesitate to refer friends and family to her, which is the highest compliment we can give.
From the moment I met Corry one thing was certain, she is passionate about helping women and families with their financial planning.
After hearing one of her seminars, I found the information invaluable, and decided to host one at my clinic.
Corry is knowledgeable about her products and has a great way of taking what I would consider a not so fun subject and making it easy to understand and enjoyable.
About Us
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: