CIM®, PFPC®
Senior Wealth Advisor
Curtis has been partnering with clients in a wealth advisory role for almost two decades. He is an accredited Chartered Investment Manager (CIM®) as well as a Life Insurance Advisor (Wellington-Altus Insurance). He is fully supported by the comprehensive offering of products, services and specialists of Wellington-Altus Private Wealth. Curtis maintains a network of professional advisors needed to fulfill the multitude of wealth management needs for his clients. Curtis is active in the local community through his coaching roles in both hockey and soccer. He is also a strong supporter of local charities with a focus on mental health well being. When out of the office, Curtis’ priority is spending quality time with his wife Lindsay, son Lucca and daughter Alora.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.