KUDROWICH & ASSOCIATES PRIVATE WEALTH MANAGEMENT - Key Persons
Cheryl joined the Kudrowich & Associates team in January 2017. She provides client support for the practice, organizes events, and manages marketing activities. She enjoys golfing, visiting Mexico, playing with her tea cup Yorkie, and spending time with her grandson Oliver.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Corey Kudrowich is a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience. He provides customized advice to clients by setting appropriate planning targets, choosing the right financial vehicles and building a targeted combination of investments and tax strategies. He works with multi-generational families, widows, divorcees, and mature business owners.
Job Titles:
- Wealth Specialist, Investors Group Securities Inc.
Job Titles:
- Mortgage Advisor, Nesto Inc.
Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories.
Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.
Wendy has 20+ years of experience in the financial service industry and is an integral part of the team, providing administrative support. She is the front of the line when you call and visit us in person. Wendy is ready to take on whatever comes her way. From answering the phones, to booking appointments, she believes that each task is deserving of attention to detail. She has been married for 9 years, and loves to spend her free time visiting friends and loved ones.