As a member of the Wealth Management Consulting team, Kurtis brings together the knowledge and experience of our in-house tax and estate professionals and works with the Sutton-Thiessen-Stiver Wealth Group and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Kurtis graduated with a Bachelor of Applied Financial Services and brings with him over 16 years of professional experience in the financial services industry. Prior to joining BMO Nesbitt Burns, Kurtis spent the past 8 years as a Financial Planner, Investment & Retirement Planning with BMO Bank of Montreal. Kurtis has successfully completed his Canadian Securities course, CERTIFIED FINANCIAL PLANNER (CFP®)and Charter Investment Manager (CIM) designations.
When not busy preparing wealth plans, Kurtis enjoys being active and getting outdoors whether it be golfing, hiking, jogging, or hitting the trails on his mountain bike. He and his partner Ashley enjoy travelling and exploring whether it be in Canada or abroad.