Kurt has been a part of the sales team at Trez Capital since May 2018. In his current role, he is responsible for servicing investment advisors and family offices in Ontario.
Prior to joining Trez, Kurt was an Internal Wholesaler at Sentry Investments and CI Investments supporting investment advisors in Southwestern Ontario.
Kurt has over 5 years of experience in the financial services sector. He graduated from Ryerson’s Ted Rogers School of Management with a bachelor’s degree in Finance and has completed his Canadian Securities Course.