About

Our mission is to partner with you to create your financial comfort, to protect your family, and to build your legacy through our uncompromised integrity, trust and personalized service.

Our Company values are :

Community

Compassion

Accountability

Autonomy

Candor

Angela focuses on working with Clients to create long term, personalized financial strategies so they can live the way they want. In addition, Angie manages West of the 5th Financial Solutions Inc. focusing on propelling the firm to the next level. In 5 short years the team has grown significantly and so has the business itself now occupying 2 locations and with a total of 12 on the team.

Angie has spent the last 8 years serving Clients and their families while focusing on high-net-worth Clients and small business owners. Prior to moving to Sun Life, Angie was a Registered Nurse for almost 15 years. In her free time Angie enjoys riding horses with her husband and two children as well as competing in equestrian sports. Angie also donates her time to Canadian Pony Club as well as helping manage a large not-for-profit equestrian center near her home.

Cori is a seasoned advisor with a strong focus on the professional market. With over 14 years of experience at Sun Life, she has successfully guided numerous professionals towards their financial goals. Cori's experience lies in providing tailored financial strategies that align with the unique needs and aspirations of Clients. She is known for her comprehensive knowledge of investment strategies, retirement planning, tax optimization, and risk management. Cori's Client-centric approach and commitment to delivering exceptional service have earned her a reputation for building long-lasting relationships based on trust and integrity.

When Cori is not at work you can find her hiking in the trails or playing a round of golf with one of her 3 children or her partner Brian. She is also the Vice President of Belvedere Golf and Country Clubs Ladies Golf Association.