Part of the Hoovest Group of companies
Corex — The Bridge Between Human Advisors and Robo Advisors
The financial world is often divided between two extremes: traditional wealth management, which can feel inaccessible to many, and robo-advisors, which offer efficiency at the cost of personal connection.
Corex Financial is the bridge between these two worlds. We represent the evolution of the hybrid advisor model—a tech-forward platform designed to empower the trusted advisors already in your life.
Whether it is your accountant, your community leader, or your specialized financial planner, Corex provides them with the "core extension" they need to offer sophisticated investment management without losing the personal relationship that defines your financial journey.
Stewards of Your Primary Advisor Relationship
Corex thrives through collaboration with a diverse ecosystem of joint advisors—industry leaders who bring specialized strengths to the table. By uniting the deep community roots of partners that specialize in tax-efficient strategies, insurance advice, faith- or community-based structures, financial planning, or group retirement solutions, we ensure that your wealth is not just managed by an algorithm, but stewarded by a team that understands your values, your profession, and your future.
We provide investment advice and portfolio management while our partners provide relationship management and other specialty expertise:
We also support Group Retirement Solutions providers:
Custodians and Client Protections
When Corex invests client money, it uses custodians such as CI Financial to custody client accounts that are either client-name accounts or nominee accounts.
The role of the custodian is to provide a place for clients to hold their investments under a management or fee agreement with Corex. This creates a clear separation of duties, and we never hold legal title to the clients’ custodied funds or consolidate as part of our balance sheet. Funds can only be moved between a client’s bank account, a client’s custodian account, or into investment funds as a unitholder under the same client’s name. The custodian monitors all administrative requests (such as the withdrawal of funds or securities) to ensure that funds are being properly managed, withdrawals are only processed to a bank account in the client’s name, and no suspicious transactions occur. Bank account updates are also verified through phone calls by the custodian from time to time.
As a CIRO member, through CI Financial, Corex clients enjoy the protections under the Canadian Investor Protection Fund.
Additionally, transactions in Canada are monitored by FINTRAC, the Financial Transactions & Reports Analysis Centre of Canada. Its mandate is to facilitate the detection, prevention, and deterrence of money laundering and fraud. They regularly audit financial institutions to ensure adherence with anti-money laundering obligations. Corex’s compliance officer also monitors withdrawals through spot checking client accounts on a monthly basis. Our transfer agency also checks all trades to ensure they accurately match the intentions of our portfolio managers.
Why work with us?
A team that understands you.
Joint Expertise
We respect the original relationship and we cultivate and enhance the relationship by providing complimentary financial services to empower both the client and the advisors.
Trusted Advisor
Have a conversation with one of our advisors to see if we are the right fit for you. We believe that we earn your trust by being authentically us.
Human Connection
Getting to know you allows us to build a human connection that is getting more and more rare in the days of automation and AI. We welcome the chance of bringing the human touch in places that matter.
Diverse Access
Get access to diversified investments, particularly proprietary investments not available elsewhere.
Flexibility
You choose the level of interactions with us that suits you, whether it is self-served online advisor model or highly involved advisory relationship, we offer flexibility to suit your preference.
Current Joint Advisors
(Referral Partners)
CBPP | Canada's Best Pension Plan
CBPP is a group retirement plan consulting firm that advises employers on Group RRSPs and pension plans. CBPP offers plan design, fee and compliance oversight, and employee engagement support. Corex forms part of CBPP's available solutions alongside other plan carriers.
Manzil | Halal Wealth Shariah Compliance
Manzil serves the faith-based Islamic community by providing 100% Shariah-compliant financial solutions. Through Corex, clients access Manzil’s specialized Halal Real Estate Fixed-Income and Halal Equity ETFs, ensuring your wealth grows in alignment with your values.
Yates Whitaker | Specialized Tax & Business Strategy
A boutique CPA firm focusing on the complex needs of doctors, dentists, and business families. Yates Whitaker leverages Corex to bridge the gap between tax efficiency and sophisticated investment advisory for high-net-worth professionals.
Global View Capital | Comprehensive Planning
Global View combines holistic financial planning—including mortgages and insurance—with Corex’s portfolio management solutions to ensure every piece of your financial puzzle fits together.
Neo Financial | The Future of Banking
A leading Canadian FinTech company. Neo provides the modern tools you use daily—high-interest savings and rewards-based credit—while integrating Corex’s advisory services for a seamless wealth-building experience.
Experior Financial Group | Protection & Growth
As one of Canada’s fastest-growing MGAs, Experior’s vast network of insurance advisors provides the "human touch." While they secure your family's future through insurance, Corex provides the integrated investment management services to grow your capital.
Financial Strength
Corex must report, on a monthly basis, its capital position with its primary regulator, the British Columbia Securities Commission (BCSC). Regulated firms such as Corex must maintain excess working capital and report between monthly filings if their working capital falls below regulatory minimums. This ensures that firms operating within the regulated financial space in Canada remain solvent and in good financial standing.
Financial Institutions Bond
Corex is fully insured against direct losses caused by crime-related exposure such as employee dishonesty, forgery, or robbery. The bond or insurance policy also protects against computer system fraud, and other important coverage. Our financial institutions bond policy is with Berkshire Hathaway Specialty Insurance (Warren Buffett's company).
