Cora Pettipas has worked as a financial planner in the downtown Calgary market with mid to high net worth clients for the past seven years. She has had tenures with several financial institutions in the capacity of wealth management, insurance sales, investor services, and retail banking. Most recently she has been a financial planner for RBC Wealth Management. She is a firm advocate of the CFP designation and has specific interests in retirement planning, wealth management and cash flow planning. Cora completed her B.Sc. in Psychology from McGill University in 2001. She also currently holds the following professional designations: Certified Financial Planner (CFP), Financial Management Advisor (FMA), Canadian Investment Manager (CIM), Certified Senior Advisor (CSA), and the Fellow of the Canadian Securities Institute (FCSI).
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