Meet the FP Advisors Team

Cory has been a Certified Financial Planner since 2007, blending deep financial expertise with a passion for tech innovation. As co-founder of RazorPlan, a financial planning platform later acquired by Nest Wealth, he helped reshape how advisors across Canada deliver advice. That experience gave him a rare perspective: how smart technology can make planning faster, clearer, and more personal.

Today, through FP Advisors, Cory works directly with professionals and business owners to bring structure to their financial lives using a proven system that helps clients understand where they stand, what needs attention, and how to move forward with purpose.

Dave is a seasoned Financial Advisor with over 40 years of experience in complex tax, estate, and corporate planning. At FP Advisors, Dave brings strategic insight to business owners navigating succession, protection, and long-term value.

As a fintech innovator, Dave founded two of Canada’s most recognized planning platforms: FP Solutions and RazorPlan. Both transformed how advisors analyze client data, uncover planning gaps, and deliver advice with clarity. Today, as the creator of VibePlan, Dave continues to push boundaries, using AI to make financial planning smarter, faster, and more scalable.

Rheanna specializes in financial organization, helping individuals and families bring structure to their financial lives. After nearly 20 years in Fire and Life Safety, she brings a deep commitment to helping people feel secure, supported, and prepared for the unexpected; an ethos shaped by her own journey through injury, loss, and career reinvention.

With this unique perspective, Rheanna guides clients through a structured process to uncover gaps, reduce stress, and build a system that supports long-term stability. She also collaborates with other financial professionals to deliver integrated strategies that protect what matters most.