Curtis began his career at TD Canada Trust in 2007 after attending the Saskatchewan Institute of Applied Science and Technology (SIAST) where he obtained a Business Certificate and a Financial Services Diploma. During his time at TD Canada Trust, he expanded his knowledge of personal and business banking, investing and real estate secured lending.
Curtis shifted his focus to financial planning in 2011 when he joined TD Wealth. He directs his attention to understanding what is important to his clients – from retirement and estate planning, to business succession and philanthropic giving – so he can work with them to develop a financial plan that will help them achieve their financial goals.
A lifelong learner, Curtis has completed the Professional Financial Planning Course, the Canadian Securities Course and the Wealth Management Essentials Course through the Canadian Securities Institute. He also holds the Certified Financial Planner (CFP®) designation.
As part of his commitment to being involved in the community where he lives, Curtis helps coordinate volunteers and fundraising efforts for the Juvenile Diabetes Research Foundation. Away from the office, he and his wife spend time with family and friends, and also seek out new travel destinations. Curtis enjoys activities that keep him active and outside.