Kurtis Wagner
Portfolio Manager @Scotiabank
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WORK HISTORY
Portfolio Manager @Scotiabank
Calgary, AB, CA
Kurtis works with clients to develop their personalized investment strategies, and carries out the on-going management and monitoring of their investments.
EDUCATION
University of Saskatchewan
Bachelor of Commerce (B.Com.), Finance
ABOUT KURTIS WAGNER
We provide world-class strategic investment advice, specifically tailored to affluent individuals, families and corporations. Your personal financial situation is unique from all others. You may have basic needs such as saving for your own retirement, or you may have very complex needs such as business succession, estate planning and tax minimization. Whatever your financial goals are, we can help you. With a team of experts at our disposal, we deliver solutions for all of your financial management needs including investing, income and asset protection, borrowing, tax planning, estate planning, education planning, personal and business legal planning.Kurtis has been in the financial industry for over 15 years, with the last 10 years primarily focused on discretionary asset management.
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