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Curt Hillier

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.