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Cory Budovitch
Associate Advisor

(905) 202-8430 ext. 234 Direct: 416-849-1337


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Minimizing taxes while keeping risk in line takes more than basic investment structuring. It requires extensive experience, in-depth planning and access to a vast array of products that can be customized to meet each client’s needs. This is precisely what Cory brings to the table.

For over two decades, Cory has helped business owners and incorporated professionals in virtually every industry get money out of their companies while reducing their taxes and earning a measurable return on their investments. His hands-on approach and creativity allow him to help clients meet both their short-term financial goals and long-term estate planning objectives. More critically, his personal interest in his clients’ success ensures he regularly goes above and beyond the call of duty to identify innovative strategies designed to meet his clients’ evolving needs.

Thanks to this focus, Cory has earned much more than client loyalty and glowing recommendations. In 2010 alone, he was recognized by a major insurance company as one of the Top 100 Producers in Canada and was also made a member of the Million Dollar Roundtable, an international, independent association of less than 1 percent of the world’s life insurance and financial services professionals who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. Cory also engages in continuous education as a member of Advocis and regularly lobbies on behalf of his clients’ interests as a member of the Conference for Advanced Life Underwriting (CALU).

Beyond his dedicated industry focus, Cory is an avid supporter of breast cancer research and regularly leverages his superior golf skills to run tournaments that help raise funds for organizations such as Toronto’s Hospital for Sick Children and Baycrest. He lives in Thornhill, Ontario with his wife Melanie and their two twin girls, Logan and Marlee.


"I’ve used Cory Budovitch for my insurance needs and hold Mr Budovitch to the highest degree of expertise and knowledge in his field. I highly recommend his services to anyone looking for tax minimization and wealth creation you will not be disappointed!"

- Jeremy Diamond, President Diamond and Diamond personal Injury lawyers

“Cory and I have worked on mutual clients. Cory works closely with his clients always keeping their best interests in mind. Cory strives to and succeeds in finding the most appropriate and creative solutions for his clients.”

- Jeff Ambrose, CA, Partner (formerly Harendorf, Lebane, Moss LLP), HSM LLP

“Cory and I have worked together with several mutual clients assisting them with tax, estate and succession planning. I have found Cory to be knowledgeable, creative, honest, hard working and a pleasure to deal with.”

- Michael Wagman, Partner, Lipton LLP Chartered Accountants

“Cory understands the business and the needs of his clients. I have used him personally and I would recommend him to anyone looking for insurance related products.”

- Isaac Zisckind, Personal Injury Lawyer 
  hired Cory as a Insurance Agent in 2010

“Reliable, accessible, personable, knowledgeable and accountable - a pleasure to work with.”

- Earle Gotfrit, Entrepreneur
  February 28, 2011

"Cory and I have worked together on a number of mutual clients over the years and will continue to do so.. They are all very happy with the professional advice and service provided. Cory takes the time to properly address people's needs, and provides creative and cost effective ways of purchasing these products."

- Gary T. Marcus, CA, CPA
  5Bloor St. Suite 1100 Toronto, ON M4W 1A8

"After years of being treated as nothing more than an automatic debit by another insurance company - my sole contact with my representative was a Christmas card - I was most fortunate to find someone like Cory who took time to see to my needs and goals. His patience were amazing and the resulting financial advice was exactly what my wife and I needed"

- Alan Cross 
  Host-Ongoing History Of Rock'n roll 
  Director Q 107
  Program Director-Splice Interactive Media

"I have done business with Cory for many years and I have always been impressed with his dedication to his clients and his follow-through on their behalf. He unselfishly works hard for you" I have referred Cory to many other physicians and will continue to do so in the future."

- Dr. Alan L. Shievitz
  ER & Pain Management Physician & Coroner.

"Cory is a very passionate about his work and clients. He takes the time to know his clients and fully service their needs. He is not interested in selling products but rather providing you with the insurance coverage that is best for you and your family. I would not hesitate to recommend him any time."

- Dr Phil Solomon 
  Solomon Facial Plastic Surgery Clinic Thornhill Ontario. 
  From the office of: 
  Philip Solomon MD FRCS

"I have been dealing with Cory for years. He has helped me professionally and personally. Cory is knowledgeable, and makes difficult issues seem simple. I have referred Cory to numerous friends and colleagues and will continue to do so."

- Lisa Gelman LLB
  Gelman & Associates 
  Barristers & Solicitors