About
Corey has over two decades of financial services experience in asset management and capital markets working for large financial institutions in Europe, North America, and Australia. Previously he was the European Chief Administrative Officer at RBC Global Asset Management where he was responsible for operations and risk. He has also held senior client relationship roles managing a portfolio of European central banks, commercial banks, and investment firms.
Having managed his financial affairs and assisting many others, Corey believes that effective financial planning can only succeed after understanding the client's aspirations and concerns. To understand client motivations first and foremost, a relationship needs to be established that is built on trust, and tailoring advice that focuses on the person rather than the product.
As an industry, Corey feels that financial services have not met the high expectations that the public expects, given the role it plays in society. In an aim to improve facets of the sector, Corey has been a long-serving volunteer industry leader promoting ethical conduct. He has been a volunteer advisor with the UK Pensions Ombudsman where he helped the public resolve pension disputes. Corey was the Co-Chair of the CFA Standards of Practice Council which establishes professional conduct standards for the 190,000 CFA Charterholders and members globally. Outside of financial services, he has been a Trustee for Goodenough College, The McGill University UK Trust and is a Director of his wife’s kitchen design and supply business in North London. Corey has a BA (Economics) from McGill University in Canada, an MSc. (Management) from The London School of Economics, and has been a CFA Charterholder since 2001. He lives in Barnet, North London with his wife and two children. In his spare time, Corey enjoys long-distance motorcycle travel, gardening, golf, and clay-target shooting. He was appointed a Freeman of the City of London in 2019 and was admitted to the Worshipful Company of Gunmakers in 2024.
Professional Qualifications & Memberships
Chartered Financial Analyst (CFA), CFA Institute
Chartered Fellow, Chartered Institute of Securities and Investment
Diploma in Investment Compliance, Chartered Institute of Securities and Investment
Long-Term Care Insurance, Chartered Insurance Institute
Certificate in Mortgage Advice and Equity Release, Chartered Insurance Institute
Certificate in Pension Trusteeship, Pensions Management Institute
Always check the firm or person you’re dealing with is listed on the FCA Financial Services Register. The Register lists all the firms and individuals that are involved with regulated activities. Corey’s regulated permissions can be found here.
