Corey is an experienced Insurance & Financial Services Broker with over 20 years in the business, who recommends strategies and products for his clients that he and his family use.
Corey has spent his career working with a network of insurance and financial specialists who help to implement practical solutions that work in the real world. Before having graduated from the University of Manitoba, Corey had become licensed as an Insurance Broker, which a few years later, formed the basis for CP Financial Services Ltd.
Along with the additions of Srecko Music and his business in 2011, and Brock Zimak in 2014, Pelland Zimak Music Financial Services Ltd. (PZM Financial) was born. Corey and his wife Kerri live and work in Winnipeg, MB. Corey enjoys travelling and is an avid car enthusiast.
Brock entered the insurance and financial services industry upon graduation from the I.H. Asper School of Business at the University of Manitoba where he earned a Bachelor of Commerce – Honours degree with a double major in Finance and Marketing.
Brock became a licensed Broker just a few months following graduation and shortly after helped establish Pelland Zimak Music Financial Services Ltd. In addition to being passionate about investments and wealth management, Brock has a passion for hockey having played in the Western Hockey League for the Tri City Americans.
Brock continues to hold his WMHA Coach Certificate and has been an active volunteer in the community.
Kerri is the Chief Financial Officer and Compliance Officer for Pelland Zimak Music Financial Services Ltd. (“PZM Financial”). With over 20 years of business experience, Kerri brings a wealth of knowledge and expertise to PZM Financial and our clients. Kerri obtained her Bachelor of Commerce – Honours degree and Masters of Accountancy degree from the I.H. Asper School of Business at the University of Manitoba. Following graduation, Kerri joined one of the world’s largest public accounting firms where she worked to obtain her Chartered Professional Accountant (CPA, CA) designation.
Kerri went on to work for two large public corporations where she specialized in finance, enterprise risk management and internal controls prior to joining PZM Financial. In addition to being responsible for PZM Financial’s compliance, financial planning and reporting, Kerri provides various levels of support to Corey and Brock.