BCom (Hons), Queen's School of Business, Kingston, Canada
MBA, Richard Ivey School of Business, London, Canada
CIM, Canadian Securities Institute
Cory, founder of Ready & Associates, provides innovative
wealth management expertise to a focused group of families, businesses,
and institutions. His clients benefit from a partnership with a proven,
experienced ,results driven profesional.
Ready & Associates - "Different Thinking. Different Results"
& Associate's clients benefit from working with one of the most
experienced, educated and knowledgeable financial professionals in the
business. Cory has developed a reputation for working with
sophisticated, discerning and successful clients that expect the
absolute best from the professionals with whom they chose to partner
Cory has both undergraduate and graduate degrees in business / finance from two of Canada’s top business schools.
has over a decade of experience acting as a professional trusted
advisor. Cory spent just under 4 years based in Toronto advising on
business strategy to CEO’s and other top business leaders across the
globe with one of the world's largest consulting firms. For 3 years,
Cory was based in London, U.K. as a Vice President with a top investment
bank where he advised institutional Portfolio Managers across Europe on
winning investment ideas in the Canadian financial markets. Prior to
living in London, he worked with a leading Wall Street investment bank
in New York & in Toronto, also in an institutional advisory role.
has recently integrated back into the Ottawa community, where he now,
for almost five years, provides families, businesses, and institutions
the benefit of his global financial experience and his unique institutional approach to wealth management.
is an active member in the Ottawa community serving on the Board of
Directors of both the Max Keeping Foundation and the Ottawa Regional
We are not trying to be the biggest. Cory
deliberately aims to keep his practice, Ready & Associates, focused
to provide an unsurpassed and extraordinary level attention and service
to all of his clients. Ready & Associates is presently open to
accepting new clients through referral.
How Ready & Associates Helps Clients
& Associates helps clients with all aspects of the creation,
preservation, transfer and distribution of wealth.
Our Unique Approach
- Investment Management
- Retirement & Financial Planning
- Estate Planning
- Succession & Transition Planning
Ready & Associates we pride ourseleves in taking an unconventional
approach to Risk. We acutely focus on Risk througout our process.
Defining it, identifying it, uncovering it and analysing it. We then
develop portfolio and planning strategies to sucessfuly manage risk in
the context. of our client's unique financial goals and objectives.
Based on Cory's extensive professional background, Ready & Associates has developed a disciplined and unique institutional approach to creating and managing wealth for the benefit of clients.
approach centres on a top down process that starts with looking
holistically at the client’s goals, objectives and most importantly
known and unknown risks. From there, it is the client’s unique needs
that drive the entire process.
The key components of the Ready & Associates approach include:
- Development of a financial plan to uncover potential opportunities and guide investment objectives;
of a customized Investment Policy Statement (IPS), this will guide
strategic and tactical portfolio allocation decisions;
economic and investment research to support security selection and
asset allocation decisions within the portfolio;
monitoring of economic & market conditions as well as constand risk
management in the context of the investment objectives of the
- Scheduled client meetings with a clear agenda in order to discuss evolving client needs and goals;
- Complete transparency of all fees
& Associates believes that results cannot be separated from the
manner by which they are obtained. Ready & Associates has outlined
their promises which serve as his guiding principles of business:
- We have the
insight, expertise and courage to truly help individuals, families and
institutions grow and manage wealth and we will help them achieve what
is most important to them.
- We believe in honesty, fairness
and doing the right thing for people above all else. That’s what we feel
every client should expect from a trusted advisor and that is what we
will unconditionally deliver.
- We have a relentless drive
and curiosity to solve the complex financial problems that others may
shy away from. We do what we do because we love it and you can always
count on us as a trusted partner.
- The goals and the needs
of every one of our clients are unique, and we believe that it is our
job to truly listen and understand them. Our clients are our partners
and they deserve and will receive the most comprehensive service and
tailored financial advice available in the industry.
believe that it is incumbent upon us to give back to the community in
which our family and clients live. We will continuously strive to make a
positive impact in the community that we share through a commitment to
philanthropy and social causes.