Senior Investment Advisor
Curtis is a seasoned advisor who has dedicated over 17 years to helping clients achieve financial security and prosperity. Using a client-centric approach to wealth management, Curtis is focused on understanding each client’s unique goals and crafting tailored financial plans to meet those objectives. His dedication to client success and ability to navigate complex financial landscapes have earned him a loyal clientele and numerous accolades.
Curtis holds the CERTIFIED FINANCIAL PLANNER® designation, underscoring his commitment to the highest standards of financial planning. Recognizing the importance of staying current in an ever-evolving industry, Curtis actively participates in continuing education and professional development. He frequently attends industry conferences and is a member of several professional organizations.
In his personal life, Curtis enjoys spending time with his family, fishing, snowmobiling, and having fun with his friends.
Investment Associate
Andrea has worked as part of the Sellors and Associates team since 2015, where she assists with securities administration and client relations. A graduate of the University of Manitoba, she has worked in the financial industry for more than 25 years. She has completed her CSC (Canadian Securities Course), CPH (Conduct and Practices Handbook) and the WME (Wealth Management Essentials). She is currently working on her insurance license.
Andrea has lived in Winnipeg most of her life, but now lives in Headingley with her husband and their two kids. During her free time you can find her in a hockey rink or on the soccer pitch watching her kids’ games. In the summer she spends most weekends at her cabin at Pickerel Lake, Ontario.
Assistant
Tess is an experienced financial advisor’s assistant who started her career in 2005. In addition, she is an insurance administrator. She has a Bachelor of Science degree in Commerce with a major in accounting and economics from the University of Luzon in the Philippines.
Tess worked as a personal assistant to a Chinese bank executive and an entrepreneur in Hong Kong for fifteen years prior to her immigration to Canada.
Her interests include engaging in conversations with clients, preparing hearty meals, and exploring other destinations to learn the history and culture of the world first hand.
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