Curt Hillier - Curt Hillier - Delta, British Columbia

Senior Financial Advisor, Portfolio Manager
curt.hillier@raymondjames.ca

Curt focuses on long-term financial planning in addition to overseeing portfolio design and construction. Over the years, Curt and his team have built a loyal and trusting clientele by ensuring that their clients’ interests always come first.

Curt has been a Financial Advisor for more than two decades and has worked at Raymond James since 2004. Curt has attained two highly regarded industry designations; Chartered Investment Manager (CIM®) from the Canadian Securities Institute and Portfolio Manager by our industry regulatory authority. In November of 2019 Curt completed his US securities licensing and is now able to service clients on both sides of the border.

The CIM® designation is a leading industry standard recognized by Canadian securities regulators. It ensures that those who earn it have the knowledge, skills, and tools necessary to evaluate and manage complex aspects of your investment portfolio.

As a Portfolio Manager, Curt has the unique ability to manage investments on a discretionary basis, while adhering to an Investment Policy Statement, that provides the highest level of service and responsiveness to changing market conditions. Portfolio Managers are the only financial industry professionals that have a mandated fiduciary duty to put their clients’ interests first. This gives clients the comfort of knowing that all recommendations are made to serve their personal financial goals and for no other reason.

Away from the office Curt enjoys spending time with his family; his wife Mandy, ten-year-old daughter Ruby and eight-year-old son Nate. Sports are a passion at the Hillier house with everyone playing hockey, golf and skiing when time permits.

Chartered Investment Manager (CIM^®) Designation

The Chartered Investment Manager (CIM^®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements. A CIM identifies clients' objectives and constraints; develops appropriate investment policies and strategies, taking into consideration market and economic conditions; and evaluates investment products that represent both traditional and alternative asset classes; and implements policies and strategies through portfolio construction.

What does this designation mean for you? It means that when you work with an investment consultant who has taken the time to complete the CIM^® designation, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and perhaps, most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

Curt Hillier, CIM®

Curt Hillier, CIM^®