As a Portfolio Manager, Curtis applies his values towards building relationship-first connections with clients. Writing his honours paper on the importance of stewardship within the investment industry, he embodies an attentive and thorough approach to serving clients. As a member of Newport’s NextWave program for young adults, his efforts are directed towards educating the next generation on various financial topics. Curtis holds the Chartered Investment Manager (CIM®) designation and is currently studying for his Certified International Wealth Manager designation to better meet the needs of clients. With a love for the outdoors, Curtis can be found at his family farm north of Toronto or tr