Corey is a Chartered Professional Accountant (CPA) with a Bachelor of Commerce majoring in accounting from University of Calgary’s Haskayne School of Business. He started his professional career in 2018 with the largest Canadian-founded accounting firm, MNP LLP, where he completed his CPA articling while accounting and tax planning for small and midsize private businesses. Upon completion of his CPA articling, Corey was a tax specialist and manager at MNP LLP, where he was responsible for a variety of tax planning and reorganization engagements, including, but not limited to estate freezes, capital gain planning, tax-efficient wealth transfers, buyouts, trust planning, share transfers and exchanges, incorporation of a sole proprietorship, and succession planning engagements. As a tax specialist, Corey has in-depth experience working with clients to ensure their specific goals are met, which may include tax minimization, maximizing shareholder value, optimizing corporate structures, and reducing estate tax liabilities, among others.
Following his time as a tax specialist, Corey joined MNP Corporate Finance Inc., where he acted as a financial advisor to a variety of clients looking to sell or acquire a business. Corey understands that selling a business can be a very emotional experience to clients, and has gained invaluable experience holding clients hands through a divestiture process as they realize on their succession plans. When exiting a business, the owners objectives can vary greatly, and finding the right buyer is of upmost importance. Owner objectives usually include some, or all of the following components: Value Maximization, Legacy, Management and Employee Retention, and Core Value Alignment. Corey has in-depth experience helping business owners realize on objectives while implementing their succession plan.
With a passion for helping people achieve their financial goals and objectives, Corey is constantly gaining knowledge in areas that will serve his clients best. During his free time, Corey enjoys engaging in physical activities such as weight training, playing squash, playing pickleball or going on walks with his wife, and improving his golf game.