Cory Wilson
Financial Advisor @Capcorp Financial
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WORK HISTORY
Financial Advisor @Capcorp Financial
Ottawa, ON, CA
Providing innovative, Practical, and secure solutions to business owners and their families.Financial Planning: Tax planning, risk management/insurance, succession planning, and estate planning.Wealth Management: Tailored Solutions, Alternative Strategies, Low fees, and Proprietary offerings.Employee Benefits and Savings: Employee benefits, Group savings, HR support, and Health & Lifestyle Spending Accounts.
EDUCATION
Westfield State University
Bachelor's degree
Carleton University
Bachelor of Economics
ABOUT CORY WILSON
Financial Advisor for Dental Professionals and Business Owners | Financial Planning and Advice | Wealth Management | Employee Benefits and Savings
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