Corina joined Sam's team in 2018, bringing over a decade of experience in the financial services industry. She has continued to build on this foundation by earning both her Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, equipping her with advanced knowledge in financial planning and portfolio management.
As a key member of the team, Corina plays an integral role in delivering a seamless client experience. She oversees trade execution, provides personalized financial guidance, and ensures each client receives thoughtful, proactive support. Her strong technical knowledge, combined with a client first mindset, helps drive effective investment decisions and long-term financial success.
Corina also leads the preparation of comprehensive financial plans for clients. She works closely with individuals and families to understand their goals, priorities, and evolving life circumstances, then develops tailored strategies across key areas such as retirement planning, cash flow management, tax efficiency, and risk management. Through an ongoing and collaborative process, she ensures each plan remains relevant and actionable, helping clients stay confident and on track as their needs change over time.
Corina embodies the team's core values, putting clients first, delivering timely and strategic solutions, and building lasting, meaningful relationships.
Outside the office, Corina is passionate about health and wellness. She enjoys teaching fitness classes and spending quality time traveling with her family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.