Our Principals

Cory Venable CIM, FCSI, CMT
Technical Market Analyst


A Fellow of the Canadian Securities Institute with over 18 years of market experience, Cory is the technical analyst for the practice.

A Chartered Market Technician(CMT), Cory has developed a quantitative risk management method used by the firm to address price risk. Cory is a member of the Canadian Society of Technical Analysts (CSTA), The American Finance Association (AFA), and the Market Technicians Association (MTA) based in New York. cory@venablepark.com


Danielle Park LL.B., CFP, CFA
Portfolio Manager


With over 18 years of professional consulting experience, Danielle is a lawyer as well as a Chartered Financial Analyst (CFA) and finance author.

Danielle is a regular guest on North American media and a popular keynote speaker on investment markets and money.  She is the author of the best-selling book "Juggling Dynamite." and a popular financial blog:  www.jugglingdynamite.com

She is a member of the internationally recognized CFA Institute (formerly the Association for Investment Management and Research, AIMR), The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada.   danielle@venablepark.com

Keynote Speaking by Ms. Park

 


Colleen McHale-Hoey, PFP
Senior Portfolio Assistant


Colleen brings to the team, over 13 years of experience in the investment administration and support area. Licensed by the Canadian Securities Institute, Colleen is a graduate of the Professional Financial Planning Course (PFP).  colleen@venablepark.com

Beth Duncan                                                              

Senior Administrative Assistant    


Beth brings over 17 years of experience in the investment administration and support area. Beth is licensed by the Canadian Securities Institute, and as

a Branch Manager with the Investment Funds Institute of Canada.  beth@venablepark.com