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Blake Corey

Blake Corey

Certified Financial Planner

Followers of Blake Corey850 followers
location of Blake CoreyLethbridge, Alberta, Canada

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  • Timeline

  • About me

    B.Mgt CFP® CDFA® CFDS™ CIM® FCSI®

  • Education

    • Institute for Divorce Financial Analysts

      -
      Certified Divorce Financial Analyst Financial Planning and Services

    • Financial Planning Standards Council

      -
      CFP (Certified Financial Planner) Financial Planning

    • The University of Lethbridge

      -
      B. Mgt. Finance

  • Experience

    • Laurie, Kenna & Associates, Sun Life Financial

      Jan 2009 - Sept 2020
      Certified Financial Planner

    • Laurie, Kenna & Associates Financial Services Ltd.

      Apr 2015 - Sept 2020
      President

    • KPC 550 Inc.

      Dec 2018 - Aug 2021
      President

      KPC is a commercial building comprising of 31,000 sqft of professional office space containing complementary financial services such as mortgage brokers, general insurance, legal services, counseling, commercial real-estate brokers, property management , group benefits/retirement services, private equity, and business consulting.

    • Venn Wealth Partners Inc.

      Sept 2020 - now
      President, Senior Financial Planner

  • Licenses & Certifications

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      View certificate certificate

    • Certified Divorce Financial Analyst®

      Institute for Divorce Financial Analysts
      Jul 2020
      View certificate certificate

    • Chartered Financial Divorce Specialist

      Academy of Financial Divorce Specialists (AFDS)
      Feb 2021
      View certificate certificate

    • Chartered Investment Manager

      Canadian Securities Institute
      Jul 2022
      View certificate certificate

    • Fellow of the Canadian Securities Institute (FCSI)

      Canadian Securities Institute
      Aug 2022
      View certificate certificate

    • Responsible Investment Specialist (RIS)

      Responsible Investment Association
      Jul 2020
      View certificate certificate

    • Certified Financial Planner (CFP)

      FP Canada
      View certificate certificate

    • Branch Managers’ Examination Course

      IFSE Institute
      Nov 2017

  • Honors & Awards

    • Awarded to Blake Corey
      Rising Stars 2020 Wealth Professional - Canada Sep 2020 Wealth Professional spotlights 24 of the most promising up-and-comers in Canada's wealth management industry
    • Awarded to Blake Corey
      Lethbridge’s Top 40 Under Forty Lethbridge Chamber & BDO Canada LLP Mar 2019
    • Awarded to Blake Corey
      Top of the Table Million Dollar Round Table 2019
    • Awarded to Blake Corey
      Top of the Table Million Dollar Round Table 2018
    • Awarded to Blake Corey
      Qualifying Member Million Dollar Round Table 2017
    • Awarded to Blake Corey
      Lethbridge Best of the Best – Financial Planner (Business) - Laurie, Kenna & Associates Financial Services Ltd. was awarded Lethbridge Best of the Best – Financial Planner in 2016/2017/2018/2019/2020

  • Volunteer Experience

    • CFP Exam Scorer

      Issued by FP Canada
      FP CanadaAssociated with Blake Corey

    • Membership and Community Committee

      Issued by Financial Planning Association of Canada
      Financial Planning Association of CanadaAssociated with Blake Corey

    • Board Nomination Committee

      Issued by Financial Planning Association of Canada
      Financial Planning Association of CanadaAssociated with Blake Corey