Cindy grew up in North Harbour, Placentia Bay. She attended College in St. John’s and holds a diploma in Business Management.

Cindy has 23 years of experience in the Financial Services industry and specializes in client service and advisor support. She takes pride in providing a first-rate experience for our clients and developing strong relationships with them and with the team she works with.

Cindy lives in St. John’s with her husband, Greg and son, Ethan.

Kory grew up in Labrador City, Newfoundland and Labrador He attended Memorial University and received a Bachelor or Technology and Biomedical Engineering Technology. Has over twenty year experience in medical sales and management in Atlantic Canada.

Kory became a certified Financial Services Advisor (FSA) in 2016, when he joined London Life Inc. in Halifax, Nova Scotia. He is currently studying for the Certified Financial Planner (CFP®) designation. He joined Principal Planning in 2019. He is enjoying his role as a financial advisor, and takes pride in his customer centered approach.

When not working, he is active on the soccer pitch playing, coaching for UDFC and his son’s school team, amongst other volunteering activities. He enjoys spending time with family and friends. Kory currently lives in Dartmouth, Nova Scotia.

Gerard is married with four kids, and currently lives in St. Johns with his wife Sharon.

Gerard grew up on the Cape Shore and graduated from Memorial University with a Bachelor of Commerce in 1996. He went on to become an advisor with London Life later in 1996.

Over the years, Gerard has worked to obtain professional designations aside from his Commerce Degree. In 2001, he earned his Certified Financial Planner (CFP) designation have successfully completed the Certified Financial Planners course from the Financial Planning Standards Council of Canada.

Gerard’s wealth management business is now in its 24th year and continues with Principal Planning Inc. in St. Johns.