Kurt is a financial advisor, and is one of the most recent additions to our dynamic team. Kurt is insurance licensed, holds the Chartered Investment Manager (CIM) designation and is a Certified Financial Planner (CFP). Kurt’s passion for helping others and his conviction that hard work alone does not guarantee financial success are what make him an integral part of the team.

Kurt JoryKurt grew up in Brandon, Manitoba where he applied his work ethic and perseverance to his hockey career as a goaltender in the Western Hockey League; for his talents, he received a scholarship at Brock University in Ontario. Following university, Kurt moved west to Kelowna where he joined RBC Dominion Securities. There, he expanded his knowledge in wealth management, practice management & behavioral finance first-hand.

In his leisure time, Kurt can be found partaking in any activity that showcases his outdoor enthusiasm. Kurt enjoys everything from golfing and tennis, to fishing, hunting and camping.