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 pug (Stella), divide their time between their homes in both locations. Corey is also 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.

Brent began his career in the financial services industry in 1992 after graduating from Wilfrid Laurier University. As a CERTIFIED FINANCIAL PLANNER® (CFP®) since 2003, he specializes in retirement, estate, and succession planning.

Working with you, Brent provides insurance and investment solutions to fit you, your family, or your business needs. He offers holistic advice so you can achieve your goals, protect your lifestyle and enjoy a healthy financial future.

Brent was inducted into the Sun Life Hall of Fame in 2021 to recognize his professionalism serving clients, his commitment to Sun Life's success, and his contributions to his community. Brent served as Co-Chair of Sun Life’s National Advisory Council and as a past board member of the Advocis professional association chapter. Brent is a proud Sustaining Supporter of the Norfolk General Hospital Foundation and a longtime director of KidSport.

Brent lives in Vittoria with his wife, Karen, and has three grown daughters. In his off time, Brent enjoys hockey, boating, skiing, fishing and cottage time with family and friends.

Barclay has been with Sun Life since 2009 and joined the CA Financial Services Team in 2026. He is mutual fund and life licensed to help provide you with more personalized insurance and investment solutions. As a family man, Barclay is able to provide holistic advice due to his deep understanding of Client's needs. We’re very proud to have Barclay as a part of our team.

Barclay and his wife, Jennifer, have three lovely daughters. As a family, they enjoy sports, camping, and all sorts of adventures. Barclay is an accomplished rugby player, having played for Canada in 2001 – 2004. He played on the Brantford Harlequins Rugby Team for twenty years, and now serves as a coach. Barclay was a 2020 inductee to the Brantford & Area Sports Hall of Recognition for his accomplishments in Rugby.

Jill recently joined the CA Financial Services team after spending a year as an Advisor at the Sun Life Hamilton office. Drawing on her two decades of experience as an English professor in Korea, Jill emphasizes a collaborative approach, empowering Clients to learn and achieve their goals.

Raised in Waterloo, Jill has strong family ties to Sun Life, with her sister, mother, father, and grandfather all having worked here.

A lifelong learner, she brings a unique perspective from her recent return to Canada with her son. Outside of work, Jill enjoys cooking, engaging in philanthropic endeavors, travelling, skiing, and spending quality time with her son and pets.

Kyle first began working for a banking institution, he then joined Sun Life in 2018, and most recently became part of the CA Financial Services Team in 2026. Kyle holds his Life Insurance License and Mutual Fund License, along with the Chartered Life Underwriting (CLU®) designation. Kyle prides himself on providing quality service and aims to build solid Client relationships through trust, integrity, and hard work.

Kyle works with you to find solutions that fit your insurance and investment needs. His positive outlook and kind, calm personality make him a great addition to our team. Clients of all ages find him a pleasure to work with.

Kyle was raised in Simcoe and now resides in Delhi with his wife Amber, their son, and their dog Kona. When not in the office, Kyle participates in local hockey as a goalie and plays men’s soccer in Delhi. 

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. 

Danielle attended the University of Guelph and graduated with a Bachelor of Commerce. She majored in Leadership and Organizational Management and minored in Marketing Management. Danielle has earned both her Mutual Fund License and Life Insurance License and prides herself on providing Clients with a high level of service. Danielle is a friendly, conscientious, and motivated person, which makes her a great asset to our team.

When not in the office, Danielle enjoys reading, country music, and good times with friends and family. She has a love of travel and adventure and aims to live life to the fullest.

We are so pleased to have Danielle on our team to help us continue our tradition of excellent Client service and support.

Beatrice has over 15 years of experience in the customer service industry and has been with CA Financial Services Inc. since 2017. She is part of our Wealth Operations Team.

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, the challenge of snowboarding tricks on the slopes and calls Port Dover home.

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 our Wealth Operations Team along with Beatrice. 

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.

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 on our Client Liaison Team along with Katie and they are the friendly voices you hear when you call our office. Nicole's 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 position on our Client Liaison Team.  

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.

With a background in administration and a mix of Science and Business education, Brittany is always eager to learn and work with others. She enjoys being part of a team, staying organized, and helping wherever she can! Brittany is naturally curious and is always looking to inject passion into any task that comes her way.

Outside of work, she loves spending time with friends and family. Cooking and baking are two of her big hobbies, and she enjoys trying out new recipes or relaxing at home with her pup.