Cory McKinnon
Cory McKinnon, Mutual Funds & Life Insurance Advisor | Total Wealth Concepts | Kamloops British Columbia BC
Your Trusted Advisor

TWC – Total Wealth Concepts

Turning Dreams into Financial Reality
Welcome to my world of financial expertise! I’m Cory McKinnon, a seasoned investment and insurance advisor with 14 years of experience. With a strong passion for helping individuals and families achieve their financial goals, I’ve had the privilege of guiding countless clients on their journey towards financial success.
Family-Centric Financial Planning
My commitment to excellence extends to my personal life as well. I’m a proud father of two wonderful children, Lincoln and Hazel, and blessed with the unwavering support of my beautiful wife, Cassidy. Our family values underpin my approach to financial planning – securing your family’s future is my top priority.
A Legacy of Financial Wisdom
My journey in the world of finance began with my father, who laid the foundation of our family business in 1985. Since then, I’ve taken the reins and continued his legacy. Building on his expertise, I’ve honed my skills to offer you the best financial guidance available.
Specialized Services
In my role as a financial advisor, I specialize in several key areas, including:
  • Investment Management: Crafting tailored investment strategies to maximize your financial growth.
  • Retirement Income Planning: Ensuring a comfortable and secure retirement is within your reach.
  • Group RRSPs: Assisting businesses in setting up and managing Group RRSP programs for their employees.
  • Insurance: Providing a safety net with a range of insurance options.
  • Estate Planning: Safeguarding your legacy and ensuring your loved ones are protected.
Your Financial Journey Starts Here
Let’s embark on a journey towards a brighter financial future together. I’m dedicated to making complex financial matters easy to understand and manage. With me by your side, you can rest assured that your financial well-being is in capable hands.
Feel free to reach out for personalized guidance and let’s start building your path to financial success today.