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Curtis Hart

Curtis Hart

BBA, CFP 
Associate Financial & Estate Planner

EMAIL CURTIS

Curtis Hart brings a degree in Accounting to his role as Assistant Financial and Estate Planner. He enjoys applying his financial training at a company that shares his values and provides the opportunity to make a difference in the lives of others.

Curtis holds a Bachelor of Business Administration in Accounting from Trinity Western University. He is dedicated to helping clients understand their financial situation and plan for a successful and secure future.

Sports and music are a large part of Curtis' life, including hockey in the winter and golf in the summer. His most recent accomplishment was finishing top of the league as captain of the Trinity Western University club hockey team.

Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

Biblical Perspective