William Curtosi, Cfp®, Rrc®
About William Curtosi, Cfp®, Rrc®
William Curtosi is an Associate Consultant at Brodie & Associates Private Wealth Management, specializing in detailed financial planning and client relationship building. He holds the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations and has over eight years of experience in the financial services industry.
Work at IG Wealth Management
William Curtosi currently serves as an Associate Consultant at Brodie & Associates Private Wealth Management within IG Wealth Management. He has held this position since 2016, accumulating eight years of experience in Waterloo, Ontario. In this role, he specializes in developing long-term financial plans tailored to clients' specific life stages and goals. His focus is on building enduring relationships with clients to explore optimal financial options.
Previous Experience at IG Wealth Management
Prior to his current role, William Curtosi worked as a Consultant at IG Wealth Management from 2014 to 2016 in Guelph, Ontario. During his two years in this position, he gained valuable experience in financial planning and client relationship management, which laid the groundwork for his subsequent role as an Associate Consultant.
Education and Expertise
William Curtosi holds the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations, demonstrating his expertise in financial planning and retirement strategies. He studied at Ridley College from 2002 to 2010, followed by the University of Guelph, where he earned a Bachelor of Commerce (B.Com.) degree in Real Estate from 2010 to 2014.
Financial Planning Specialization
William Curtosi specializes in creating detailed financial plans that are regularly reviewed and updated to meet the evolving needs of his clients. His approach involves developing long-term financial strategies that align with clients' life stages and personal goals, ensuring that their financial plans remain relevant and effective over time.