Corey is Managing Director, Business Management & Operations at Connor, Clark & Lunn Private Capital Ltd. He is responsible for business and operational management of the firm, and is the Ultimate Designated Person, responsible for promoting a
culture of compliance and overseeing the firm’s compliance systems. Corey works with Jeff Guise, Managing Director, Investments and Catherine Dorazio, Managing Director, Business Development to set the strategic direction of the company. The
three members of the leadership team were recognized as finalists in the prestigious EY Entrepreneur Of The Year 2017 Pacific Awards program for the Investment Services category.
Corey has worked in the finance industry for over twenty years. Prior to joining CC&L Private Capital Corey held a number of senior management positions with TD Bank, including Vice President—Wealth Management Business Development and Vice President—Financial Planning and Discount Brokerage. Corey was also Chief Executive Officer of NatWest Stockbrokers, a joint venture between TD and Royal Bank of Scotland based in Edinburgh, UK.
Corey was awarded a Bachelor of Commerce from the University of Guelph. He has completed various courses through the Canadian Securities Institute including the Canadian Securities Course (CSC), Options, Certified Investment Management (CIM), the Branch
Managers Course (BMC) and the Partners, Directors and Senior Officers (PDO) course.
Outside of CC&L Private Capital, Corey undertakes various volunteer activities.