Curtis grew up in Marion Bridge Nova Scotia and graduated with a BBA (concentrations in finance and accounting) from Cape Breton University and a MBA in International Business from the University of New Brunswick.
He has been registered as an Investment Advisor in Halifax for over 20 years and has extensive knowledge and experience in stocks, bonds, options, exchange traded funds and mutual funds.
He enjoys helping clients realize their financial goals by integrating the planning, taxation, investment management, and estate planning components of wealth management into a customized solution for each client.
Curtis earned the Chartered Financial Analyst® designation in 2004 and the Certified Financial Planner® designation in 2005.
Curtis lives in Fall River and enjoys spending time with his wife Jennifer and their two sons Carter and Liam.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.