Work History
Edward Jones
Edward JonesJanuary 2018 to Current
FINANCIAL ADVISOR
Cory Sheehan
CFP®, CEA®, CEPA®
2136 Mountain Grove Avenue, Burlington, ON L7P 2J3opens in a new window
Focus Areas
- Retirement income strategies
- Sustainable Investing
- Divorce finances
- Wealth protection strategies
- Business owner considerations
- Estate and legacy strategies
About Cory
I specialize in creating long-term personalized financial strategies and estate plans for families and small business owners. In addition to this, I help guide clients to build tax-efficient, socially responsible investment portfolios that will meet their growth needs.
I hold both the Certified Financial Planner® and Certified Executor Advisor (CEA®) designations and have been serving individuals, families and business owners with complex financial needs for over 15 years. These combined designations help me go beyond financial numbers and truly understand what is most important in the lives of my clients. This enables me to educate and guide them in decisions...
I hold both the Certified Financial Planner® and Certified Executor Advisor (CEA®) designations and have been serving individuals, families and business owners with complex financial needs for over 15 years. These combined designations help me go beyond financial numbers and truly understand what is most important in the lives of my clients. This enables me to educate and guide them in decisions...
Work History
Edward Jones
Edward JonesJanuary 2018 to Current
Personal Interests
- Art & Theater
- Camping
- Golfing
- Spending Time with Family
- Traveling
Team Members
Ashley GaudonSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 08:00PM |
| Wed | 08:30AM - 08:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 08:00PM |
| Wed | 08:30AM - 08:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
BurlingtonMore to explore
Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More