Back to Top


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

Coral Gallagher
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.