Born and raised in Saskatchewan, Curtis began his career in the financial services industry in 2001 while working with his father, who administers one of Canada’s largest specialty market Third Party Administrators (TPA) of pension and group insurance services. Further in this role, he gained tremendous knowledge regarding the administration and development of group insurance, pension and retirement products. Additionally, his primary duties was to liaise with the TPA’s primary stakeholders and partners, hence aiding in the negotiation of benefit delivery with the Federal Government. Likewise, relationship management was one of his strongest qualities and in 2004 he decided to take his passion for helping his clients meet their financial goals to the next level. Curtis became licensed to offer individual financial planning as an independent advisor.
While his primary career was still financial and estate planning, he saw the benefit alternative investments could have in building people’s financial future and made the decision to become more involved in the private equity securities business. Most noteworthy, Curtis became registered in the province of Saskatchewan to offer Exempt Market Products (EMD). Consequently, his registered exempt market dealer Raintree Financial Solutions has provided him with many opportunities whereby he could provide his clients with unique investment options. These investments have traditionally been only accessible to high net worth individuals. Curtis is licensed in BC as an Insurance Advisor.
Curtis has enjoyed working with individual clients from all age groups and professions. He has spent countless hours educating himself on the complex and evolving financial planning industry and obtaining professional designations; and is certainty active in the community. Curtis lives in Saskatoon with his wife Kristen and daughter Isabelle. He enjoys playing (and making) guitars, playing in his band, spending time with his family and friends in the summer months and traveling.