President, Senior Advisor
& Chartered Financial Consultant
As a veteran of the financial services industry since 1977, Bob Corrigan provides innovative solutions to his client’s problems. His areas of expertise include wealth accumulation, estate planning, and employee benefits solutions.
Bob's designations in the financial services field include Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC) and he is a member of the Institute of the Chartered Life Underwriters of Canada, and the Financial Advisors Association of Canada (Advocis.)
Bob has been a member of the Rotary Club of Kamloops Daybreak since 1986 and is the past president of the Boys & Girls Club of Kamloops. He is a proud member of Advocis and CALU.
Certified Financial Planner
& Chartered Life Underwriter
Meet Jon, a seasoned financial planner with a passion for helping business owners and professionals achieve their financial goals. With over 12 years of experience in the financial industry, Jon has worked with a diverse range of clients, from small business owners to high-net-worth individuals.
Jon takes a personalized approach to working with clients. He makes sure he takes the time to build a solid foundation for client planning by understanding their unique circumstances and values around money and life goals. He believes that success is not just about making money; it’s also about using your resources to live a great life and make a positive impact. His clients appreciate his approach and ability to identify opportunities that align with their values and aspirations.
One of Jon’s key strengths is his ability to simplify complex financial concepts and strategies, making them accessible to his clients. He is a strong communicator and enjoys educating his clients on financial matters so that they can make informed decisions about their financial future.
Jon is particularly drawn to working with motivated business owners and professionals who are committed to personal and professional growth and making a difference in their communities. He understands the unique challenges these individuals face and is driven to help them navigate the complexities of business ownership, retirement, and estate planning.
In his free time Jon enjoys hiking, camping, snowboarding, and spending time with his family and friends. He is a member of the Rotary of Kamloops Daybreak and is actively involved in supporting his local community. He is a member in good standing with CALU, Advocis, and the Financial Planning Standards Council.
Ashley Carlson is our Licenced Executive Administrator. She joined Corrigan Financial Group in 2019 after 9 years of experience in the legal industry and has been a critical asset ever since. In 2022 she completed the Life License Qualification Program. Ashley is able to tailor her skills to meet the needs of various clients. She takes pride in providing the best possible service and is passionate about seeing clients strive to obtain their goals.
Since Ashley joined us, we have been able to go paperless and now have the flexibility and improved efficiency to help our clients on the go. This was crucial when Covid impacted us all. It allowed us to maintain our high level of service despite other offices having to shut down. Ashley continues to find new ways to improve client management in order to maintain a high level of client experience on top of her daily administrative tasks.
Ashley values family and friends. You can find her on her acreage outside Kamloops with her husband, two boys, and three Labrador Retrievers in her spare time.
Since 1977, the Corrigan Financial Group has delivered unparalleled benefit and financial services to public and private sector organizations through the BC Interior.
The Corrigan Financial Group is one of BC’s largest benefits consulting firms with thousands of employees and their family members depending on the benefit plans we provide. We offer employers the strength of group buying power, the cost effectiveness of customized solutions and the comfort of working with an experienced client service team.
This gives us an advantage to knowing our market and clientele. Also working as a family gives our service a seamless feel. As you deal with any Corrigan member you will receive the same high level of service every time. We understand your specific goals and needs in the recent local market and we can customize any portfolio based on that.
“I have relied on Corrigan Financial Group Inc for personal financial advise for over a decade. Jon Corrigan takes the time to get to know you. This is valuable when assisting in financial, retirement and estate planning. He listens to my ideas and thought processes regarding what the next steps should be and he gives his professional advise. As others have stated, I appreciate the hands on approach. Thank you Jon and Ashley!