Financial Advisor

Curtis plays a key role at Walton Financial Group, supporting clients with personalized insurance and financial solutions. As Senior Account Executive, he works closely with individuals and business owners to develop strategies that protect what matters most and align with their long-term goals.

Biography & Qualifications

Curtis is a Financial Advisor at Walton Financial, focusing on the development of customized financial solutions to meet the diverse financial needs of business owners, professionals, and individual investors.

He believes in a team planning approach for his clients and works closely with advanced case consultants, lawyers, and accountants. In addition, he has extensive experience in helping families with estate planning and intergenerational wealth transfers.

Specialization

Curtis earned a Business Degree from Nipissing University in 2005, strongly focusing on Business Finance and Human Relations. He joined Freedom 55 Financial in 2007. One year later, he was recognized for his achievements and early success by being hand-selected from more than 80 advisors to join Walton Financial Group.

In 2015, Curtis also became a Certified Executor Advisor, an accredited professional aiding Canadian executors with complex tax and estate issues.

Investia Investment Financial Services Inc.

Mutual funds and referral arrangements are offered through Investia Investment Financial Services Inc.

Insurance products are provided through multiple insurance carriers. Segregated fund products are offered through Financial Horizons and multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.