Estate and Insurance Advisor,
BA, CFP, CLU, CHFC
National Bank Insurance
Cori works closely with our high net worth and corporate clients to provide unique and customized solutions. Through her qualifications and 25+ years of experience, she specializes in Retirement Income Planning, Business & Estate Succession, Farm Estate Planning, Severance Package management, Executive Benefits, Charitable Gifting, Group Pensions and Benefits, Insurance and Risk Management. In addition, she continues membership with the Estate Planning Council of Calgary, Advocis, Financial Planning Standards Council, STEP Society of Trust and Estate Practitioners and FPA Canada and US.
National Bank Financial is an indirect wholly-owned subsidiary of the National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). This information was prepared by Kevin Filan Group, an Investment Advisor with National Bank Financial. The particulars contained herein were obtained from sources that we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based on our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell any securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain of any companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives, and associates may have a position in securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The opinions expressed herein do not necessarily reflect those of National Bank Financial. Securities mentioned in this article are not necessarily suitable for all types of investors. Please consult your investment advisor to verify whether this security or sector is suitable for you and to obtain information, including the main risk factors. Products and services of the National Bank Financial — Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction. The content of this site is intended only for the residents of the province or territory of Alberta, British Columbia, Ontario and Saskatchewan.
Insurance services and products are offered by NBF Financial Services (NBFFS), not NBF. NBFFS is not a Member of CIPF and NBFFS products are not covered by CIPF.