What Clients Say

Over the past seven years, Curt has provided excellent service and advice in managing my investment portfolio. Curt's knowledge and experience have been invaluable in tailoring an investment plan to meet my financial goals. I am very pleased with the results!

– Patricia B., Vancouver, BC

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Gail and I find it very easy to offer a few lines of honest support for the services you have given us over the years. We are pleased to have developed not only a trusting business relationship with you but also a friendship.

Over the several years my wife and I have been trying to set aside monies for our retirement we have had experiences with other financial advisers and brokers and not received nearly the attention Curt has provided, not to mention a portfolio that has performed above our expectations given the highly volatile markets of the past few years.

As clients of Curt’s for most of the last ten years we would not hesitate to recommend him and the team at Raymond James to our family and closest friends.

– Bill and Gail B., Coquitlam, BC

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Curt first started off with a financial plan for my wife and myself so that we could see, with moderately conservative investing style, where we would be in the future with regard to income flows...very reassuring. Sure we took a hit during the recent financial downturn but Curt reassured us that things would improve and we hung in there. Now that we are with the Partners Program, we are in an program that will respond quickly to any future financial downturns by going to a higher proportion of cash. Again this gives us reassurances that we are in good hands.

– Derek and Mary Ellen W., Richmond, BC