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Curtis Hart

Associate Financial & Estate Planner

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. His free time is spent enjoying time with his wife and young daughter. Curtis also enjoys outdoor pursuits including golf and the tranquillity of the family cottage.