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Kurt Jory

Financial Advisor @Investment Planning Counsel

Kelowna, BC, CA
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2017 — Present

Financial Advisor @Investment Planning Counsel

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Kelowna, BC, CA

EDUCATION

2015 — 2015

Financial Planning Standards Council

Certified Financial Planner®

2001 — 2005

Vincent Massey High School

High School Diploma, Business

2008 — 2012

Brock University

BBA Honours Degree, International Business

2013 — 2015

Canadian Securities Institute

Chartered Investment Manager, Wealth Management

SKILLS

Cash ManagementCredit AnalysisSmall Business LendingCredit CardsBranch BankingMortgage LendingFinancial RiskPrivate BankingStrategic Financial PlanningPublic RelationsCommercial BankingPortfolio ManagementAsset ManagmentNew Business DevelopmentSellingLoansCommercial LendingRetail BankingTrade FinanceCreditFinancial ModelingResidential MortgagesConsumer LendingSales ManagementLines of CreditMarketingTeam LeadershipWealth ManagementLoan OriginationCapital MarketsEquitiesSalesTime ManagementCredit RiskFx OptionsDepositsPaymentsCustomer ServiceB2bRelationship Management

ABOUT KURT JORY

Our mission is to improve the lives of our clients by investing wisely.Over the past 12 years, we have done this for thousands of families across Canada. In doing so, we have grown their collective wealth by over $591 million*- but more importantly, we have helped deal with their real goals of retiring comfortably and eliminating the need to worry about money.*as of December 31, 2018

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