Cody began his wealth management career in 2014 by joining the Verus Financial team. Having obtained his Bachelors of Business Administration (BBA) from the Beedie School of Business with a concentration in finance, he continued his education further by becoming a Chartered Financial Analyst (CFA®). This designation is considered the pinnacle of knowledge and expertise for the investment industry. He also obtained his Chartered Investment Manager (CIM®) designation.
At Verus Financial, Cody is responsible for designing, implementing, and maintaining a disciplined wealth management approach. With an extreme dedication to process, Cody ensures that clients personal and financial goals are achieved through diligent investment management, financial planning, estate planning, insurance, and banking solutions. Overall, Cody’s main objective is to provide a complete wealth management offering that a client truly comprehends. Through client education, Cody helps families and individuals understand the unnecessarily complicated realm of finance.
In 2020, Cody won the National Bank Financial Excellence Award for Rising Star/Young Advisor of the Year in Canada. This award is given to advisors with less than 7 years’ experience with a proven commitment to wealth management.
Outside of work, Cody is an active participant in many charitable organizations and events such as the BC Ride to Conquer Cancer and the Run for the Cure. Cody is also a member of the Vancouver CFA Society.