Curtis Kimpton

Investment Advisor @Wellington-Altus

Saskatoon, SK, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Nov 2018 — Present

Investment Advisor @Wellington-Altus

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Saskatoon, SK, CA

EDUCATION

1991 — 1995

University of Saskatchewan

Commerce

1984 — 1987

Nutana collegiate

High School

SKILLS

Wealth ManagementLife CoachingAsset AllocationPortfolio ManagementCritical IllnessPersonal FinanceSavingsFundraisingFinancial AdvisoryFinancial ServicesWealth AccumulationWealthRetirement SavingsStrategic Financial PlanningIncome ProtectionInvestmentsFinancial PlannersUniversal LifeCfpCommunity EngagementInvestment StrategiesInvestment AdvisoryRetirementSegregated FundsRetirement PlanningEstate PlanningEmtRisk ManagementFixed AnnuitiesPersonal Financial PlanningBuilding Community PartnershipsLeadershipNon-Profit VolunteeringFinancial PlanningDisability InsuranceHigh Net Worth IndividualsMutual FundsLife InsuranceDebt RestructuringRrsp

ABOUT CURTIS KIMPTON

We are an integrated wealth advisory practice that works with a select group of clients and business owners, professionals and their families. We strive to be their personal CFO in all aspects of their Wealth management and a key advisor in their circle of influence. I have been very blessed to enjoy over 24 years in the financial planning career. I have completely enjoyed every day working with clients, friends, and family. My number one goal is to help those that want to find a way to enjoy every moment while planning for the future. Specialties: Retirement Planning Estate Planning Family Planning Risk Management Debt restructuring

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