About

As an advisor and CEO of CA Financial Services Inc., Corey has a holistic approach to working with Clients. He listens closely, pays great attention to detail and looks outside the box for solutions. He has a love of learning and is committed to increasing his knowledge on a regular basis. Corey’s specialty is in planning and wealth. He derives great satisfaction from setting up comprehensive plans to assist Clients in their individual and business goals.

Corey’s background in business before joining Sun Life in 2004, has helped him see life from a Client’s perspective. In 2019, he opened CA Financial's office in Brantford. Corey grew up in Port Dover, so having an office in Brantford and Port Dover is a perfect balance.

He, his partner and their two pugs, divide their time between their homes in both locations. Corey is a musician.

Nick has been an advisor in Port Dover for over three decades. He's passionate about his job and has helped countless people achieve their financial goals. Working with CA Financial Services Inc. since 2020 allows Nick time focus on his relationship with Clients, which is his greatest strength. Nick helps Clients in all aspects of their financial well-being and focuses on wealth. Having a social worker foundation, Nick has a natural desire to help people and be involved in the community.

In the past, Nick served on the Board of the Simcoe and District Youth Soccer. Over the years, he coached many different teams. He has been a member of the Port Dover Board of Trade since moving to Dover. Fitness has always been important to Nick and he's competed in several triathlons. You will often find him challenging himself biking, swimming or running.

Shawn joined CA Financial Services Inc. in February 2024 as the Chief Operations Officer. He works closely with all members of the team and is responsible for the operational and strategic aspects of CA Financial; specifically leading the back-office support team, ensuring compliance thresholds are achieved, and strategic plan implementation.

He is a seasoned professional with more than 20 years of diverse experience within the financial industry including business development, operations, product development, project management, strategy, and training.

Shawn is passionate in everything he does and is always curious to learn something new. He is committed to making meaningful contributions to his work, to his community, and making a difference.

Outside of work, Shawn calls Port Ryerse home where he lives with his partner and their two dogs. He enjoys tackling projects around the house, barn, or yard, teaches fitness classes, and is known for baking amazing cheesecakes. 

Beatrice has over 15 years of experience in the customer service industry and has been with CA Financial Services Inc. since 2017. Beatrice works on the administration of wealth products.

She has a natural desire to learn. You will often find her reading articles on mutual funds just for the “fun” of it. She is also one of our resident technology gurus. Beatrice grew up in France on a vineyard that her parents owned. It goes without saying, she is our bilingual team member. Beatrice is a published author and loves to learn to play unusual instruments.

She is a computer techie, enjoys kayaking and the challenge of snowboarding tricks on the slopes. Her and her partner live in Port Dover and love it.

Kelly joined CA Financial Services Inc. in February 2022. She previously worked in the financial services industry for 24 years and with Sun Life advisors for eight of those years. We feel privileged to have such an experienced, knowledgeable person join our team. Kelly works on both wealth and life insurance administration. 

In her spare time she enjoys spending time with family, reading, walking and attending outdoor music festivals. A favorite is the annual Montreal Jazz Festival.

Kelly grew up in Montreal and now lives in Dundas and loves the town. In the summer she enjoys planting a large vegetable garden and spending time at her family cottage in Sundridge.

Lynn started with CA Financial Services Inc. in 2020 and is no stranger to Sun Life. In 1996, she worked as an assistant to an advisor, then became a Financial Centre Trainer for 16 years. In that role, she taught advisors and staff how to use Sun Life’s computer programs, ran training seminars and was the technology contact. She "retired" seven years ago, and we’re lucky that she agreed to put retirement aside to accept a position with us.

If you don't see Lynn's smiling face in person, you will hear her smile on the phone. She is part of our Front Office support team with Nicole and looks after Client communication.

Lynn has three grown children, one grandson, one dog and three cats. Yes, four animals!

Nicole joined CA Financial Services Inc. in October of 2022.

Her career path took her into retail for five years and then to administrative position in a realty office. She lives in Burford and enjoys family time, walking, hiking, video games, sports and travelling.

Nicole works in our Front Office support team and will most likely be the friendly voice you hear when you call. Her knowledge of technology and her educational background is an asset to our firm.

Katie joined CA Financial Services Inc. in November of 2024.

Katie worked as a high school math teacher for five years and has since transitioned to a Front Office position with CA Financial Services Inc., looking after Client communication alongside Nicole and Lynn. 

She has a love for learning and helping others achieve their goals. In her spare time, she enjoys baking, painting, drawing, yoga, and attending concerts.