Curtis is dedicated to helping high-net-worth families, business owners, and professionals achieve financial growth and security. By fostering trust and open communication, he delivers customized strategies to help enhance net worth, maximize tax efficiency, and protect wealth for future generations.

As a Senior Investment Advisor at TD Wealth Private Investment Advice, Curtis brings over a decade of experience and holds the CIM®, PFP®, and FCSI® designations. His expertise focuses on guiding multi-generational families through seamless wealth transfers that align with long-term goals.

With a disciplined approach to portfolio management and proactive wealth planning, Curtis helps clients achieve their financial objectives while preserving their legacies.

A devoted husband and father to a one-year-old daughter, Curtis values family, security, and creating lasting impact. Guided by these principles, he empowers clients to align their wealth with their vision, fostering meaningful legacies that endure for generations to come.