Biography & Qualifications
Curtis is an Insurance and Wealth Management Specialist. He develops custom financial security plans that meet the diverse financial needs of professionals, business owners, and individual investors.
He believes in executing a team planning approach for his clients and works closely with advanced case consultants, accountants and lawyers. He has had tremendous success in developing unique tax and wealth accumulation strategies for his clients. He also has extensive experience in helping families with intergenerational wealth transfers and estate planning.
Curtis earned his Business Degree from Nipissing University in 2005, with a strong focus on Human Relations and Business Finance. He joined Freedom 55 Financial in 2007. In 2008 Curtis was recognized for his achievements and early success by being hand selected from over 80 advisors to join Walton Financial Group Inc.
In 2010 he obtained his Registered Health Underwriter designation (RHU). This is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is one of the premier credentials in the insurance industry. Curtis also became a Certified Executor Advisor in 2015. A CEA is an accredited specialist helping Canadian executors navigate though complex tax and estate issues.
Curtis was born and raised in the small farming community of Rathburn, outside of Orillia.
In 2011, Curtis met his now-life partner Chad. During the next 4 years they enjoyed spending most of their spare time at the Johnston family farm, always bringing their beloved dogs Charlie and Loki wherever they went and letting them roam the fields.
After numerous life-changing travel experiences and preparing for their future together, Curtis and Chad were married in August 2015, and recently welcomed their firstborn daughter “Ella” into the world.
Some things you did not know about Curtis:
- Curtis shares the title of “middle child” in a family of four siblings
- If you ask Curtis for a favour he can never say no
- Curtis enjoys landscaping
- His favourite place to travel – Spain
- He is a proud supporter of the following charities: Sick Children’s Hospital and Heart Stroke Foundation