Senior Financial Advisor
Curtis has been a part of the Assante family since 1999 and has been helping individuals, families, and business owners achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice. Curtis's integrated wealth planning approach helps his clients plan and realize their goals towards a more secure, fulfilling and balanced life.
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Curtis has been a part of the Assante family since 1999 and has been helping individuals, families, and business owners achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice. Curtis's integrated wealth planning approach helps his clients plan and realize their goals towards a more secure, fulfilling and balanced life.
View published source ↗Insurance is more than just a safety net. From basic life protection and tax-sheltered investing to more advanced strategies, we can help you understand each insurance alternative and its potential benefits. With insurance planning as part of your wealth management strategy, you can manage risk at every stage of your personal and professional life to help strengthen and safeguard your family’s financial security. With a broad range of Insurance solutions Curtis can help you with: Mortgage Insurance Life Insurance Disability Insurance Critical Illness Insurance Disability Overhead Expense These and other insurance products are available through Canada's Largest insurance companies such as, Manulife, Sun Life, Canada Life and many others. Contact us to learn more about Insurance and Risk Management solutions. "Insurance products and services are provided through Assante Estate and Insurance Services Inc."
View published source ↗When it comes to investing, it is a disciplined approach that pays the greatest dividends. We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs. Assante - an exclusive suite of managed portfolios As an Assante client, you have exclusive access to the customized United Financial brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies. In addition, you will gain access to thousands of investment options through Companies like, CI , Mackenzie, Invesco, Templeton, AGF, Dynamic and dozens of others. Also, you will gain access to Segregated Funds through Canada's largest Insurance companies such as Sun Life, Canada Life, Manulife, Standard Life, Transamerica Life and others For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.
View published source ↗Do I have enough to retire? One of the most commonly asked questions. We can help! As a client we will gather information on your income needs today and in retirement and build a retirement strategy to meet your unique income needs. You will be provided a Financial Snapshot of your future income streams to meet your needs during retirement! Research conducted for the Investment Funds Institute of Canada suggests that 74% of investors with an advisor felt that they would have enough money to retire on, compared to just 53% who did not have expert advice. (Ipsos Reid, 2010). If you’re not working with a financial professional towards your retirement goals, how much is it really costing you? No matter what stage of life you’re in; retiring soon, already retired, or just starting your retirement planning, we can help you plan for and enjoy a financially secure retirement.
View published source ↗Once the Master Plan is prepared and implementation begins, it's important to review progress and make fine tuning adjustments to it as necessary on an on-going basis. Provision is made for regular contact throughout the year. During meetings we will keep you informed, up to date and confident about your financial future. Among other things, we will: - Compare investment progress to appropriate benchmarks - Update you on issues of importance - Inform and educate so you can tune out the daily "financial noise" to which we are subjected, allowing focus on fundamental principles necessary for success.
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