Cory Boddy

Cory Boddy

CFA, CFP®

Senior Vice-President, Senior Portfolio Manager

Cory brings over 20 years of financial services experience and is responsible for the investment counseling and portfolio management needs of high-net worth and institutional clients. He takes a chair next to clients on day one and remains as the client’s primary contact.

Cory’s education serves him well when advising his clients. He is a Chartered Financial Analyst (“CFA”) and graduated with distinction with a Bachelor of Commerce degree from the University of Alberta. He holds both the Personal Financial Planner (PFP) and the Certified Financial Planner (CFP) designations. He is a Fellow of the Canadian Securities Institute (FCSI).

Cory grew up in rural Alberta and has called Edmonton home since 1993. His wife teaches at the University of Alberta and they both think their two kids are growing up much too quickly. Outside of work, Cory enjoys taking an active role in his community. His primary passion, for over 20 years, is Camp He Ho Ha, a camp created for people of all ages with disabilities. In his free time Cory can be found on his bicycle.