As Director of Financial Planning, Randy will be assisting CORE investors in coming up with a holistic, values based financial planning for any of our investors. This value added service is what sets CORE apart from other real estate investment companies.
Randy received his industry courses and correspondence through Cornell University and Humber College. Once he moved into the Financial Services industry he worked on his designations for CFP, CDFA, and CHS. For the past 30+ years Randy has been a Financial Planner working with the tools of the Life insurance industry. He has done special work with business owners looking after both their business and personal needs. Along this path, Randy spent two periods in management with Freedom 55 Financial totalling nine years. In that capacity, he worked with recruiting and developing advisors along with helping established advisors grow their businesses. He was regularly recognised for being a top Director with the company. Randy also has been a member of an industry association (Advocis) for over 30 years, a member of the Bramalea Rotary club for over 25 years, and still sits on a few Board of Directors for both Charity and business associations.
When introduced to CORE, Randy immediately felt at home as the CORE team has the same personal and business values. Although he came to CORE as an advisor, everyone felt there was an opportunity for common goals and growth of the company. This is why he has taken the role of Director of Financial Planning. When dealing with personal business, Randy incorporates all risk and wealth management products. Randy has special interest in the small business community.
Randy resides in Cambridge and has an office in Halton Hills. He focuses on the Western GTA region but can set up virtual meetings as well. He enjoys curling in the winter months and plays golf in the summer. His five adult children and grandchildren also keep him quite busy.