Kurt Jory, Bba (Hons), Cim, Cfp

Kurt Jory, Bba (Hons), Cim, Cfp Email and Phone Number

Private Wealth Advisor - Client Relationship Manager @ Value Partners Investments
winnipeg, manitoba, canada
Kurt Jory, Bba (Hons), Cim, Cfp's Location
Kelowna, British Columbia, Canada, Canada
Kurt Jory, Bba (Hons), Cim, Cfp's Contact Details

Kurt Jory, Bba (Hons), Cim, Cfp work email

Kurt Jory, Bba (Hons), Cim, Cfp personal email

n/a

Kurt Jory, Bba (Hons), Cim, Cfp phone numbers

About Kurt Jory, Bba (Hons), Cim, Cfp

Our mission is to improve the lives of our clients by investing wisely.Over the past 12 years, we have done this for thousands of families across Canada. In doing so, we have grown their collective wealth by over $591 million* - but more importantly, we have helped deal with their real goals of retiring comfortably and eliminating the need to worry about money.*as of December 31, 2018

Kurt Jory, Bba (Hons), Cim, Cfp's Current Company Details
Value Partners Investments

Value Partners Investments

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Private Wealth Advisor - Client Relationship Manager
winnipeg, manitoba, canada
Website:
valuepartnersinvestments.ca
Employees:
47
Kurt Jory, Bba (Hons), Cim, Cfp Work Experience Details
  • Value Partners Investments
    Private Wealth Advisor - Client Relationship Advisor
    Value Partners Investments Jun 2022 - Present
    View
  • Value Partners Investments
    Regional V.P.
    Value Partners Investments Jan 2019 - Mar 2023
    British Columbia, Canada
    View
  • Investment Planning Counsel
    Financial Advisor
    Investment Planning Counsel Jun 2017 - Present
    Kelowna, Bc
    View
  • The Peacock Sheridan Group
    Certified Financial Planner
    The Peacock Sheridan Group May 2017 - Present
    Kelowna
    View
  • Rbc Dominion Securities
    Associate Wealth Advisor & Financial Planner
    Rbc Dominion Securities Mar 2013 - May 2017
    Kelowna, Bc
    Associate Wealth Advisor - responsibilities included client servicing, overseeing day-to-day operations, trading, overseeing wealth management process, marketing & website management
    View
  • Luxury Financial Solutions
    Luxury Marketing Specialist
    Luxury Financial Solutions May 2012 - Mar 2013
    Client services, processing, data mining, interpreting financial docs, comparing interest rates, consulting with private banks
    View
  • Rbc
    Client Service Representative
    Rbc Jun 2009 - Mar 2010
    View

Kurt Jory, Bba (Hons), Cim, Cfp Skills

Investments Wealth Management Finance Portfolio Management Banking Mutual Funds Customer Service Management Financial Services Strategic Financial Planning Relationship Management Sales Mortgage Lending Equities Credit Loans Public Relations Capital Markets Commercial Banking Credit Analysis Marketing Team Leadership Asset Managment Private Banking Financial Modeling Time Management Retail Banking Credit Cards Cross Selling Consumer Lending Residential Mortgages Payments Lines Of Credit Credit Risk Cash Management Fx Options Commercial Lending Aml B2b New Business Development Internet Banking Small Business Lending Branch Banking Deposits Sales Management Trade Finance Selling Loan Origination Financial Risk Risk Management

Kurt Jory, Bba (Hons), Cim, Cfp Education Details

  • Financial Planning Standards Council
    Financial Planning Standards Council
    Certified Financial Planner®
  • Canadian Securities Institute
    Canadian Securities Institute
    Wealth Management
  • Brock University
    Brock University
    International Business
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  • Vincent Massey High School
    Vincent Massey High School
    Business

Frequently Asked Questions about Kurt Jory, Bba (Hons), Cim, Cfp

What company does Kurt Jory, Bba (Hons), Cim, Cfp work for?

Kurt Jory, Bba (Hons), Cim, Cfp works for Value Partners Investments

What is Kurt Jory, Bba (Hons), Cim, Cfp's role at the current company?

Kurt Jory, Bba (Hons), Cim, Cfp's current role is Private Wealth Advisor - Client Relationship Manager.

What is Kurt Jory, Bba (Hons), Cim, Cfp's email address?

Kurt Jory, Bba (Hons), Cim, Cfp's email address is ku****@****rbc.com

What is Kurt Jory, Bba (Hons), Cim, Cfp's direct phone number?

Kurt Jory, Bba (Hons), Cim, Cfp's direct phone number is +177821*****

What schools did Kurt Jory, Bba (Hons), Cim, Cfp attend?

Kurt Jory, Bba (Hons), Cim, Cfp attended Financial Planning Standards Council, Canadian Securities Institute, Brock University, Vincent Massey High School.

What are some of Kurt Jory, Bba (Hons), Cim, Cfp's interests?

Kurt Jory, Bba (Hons), Cim, Cfp has interest in Hockey, Golfing And Camping, Fishing.

What skills is Kurt Jory, Bba (Hons), Cim, Cfp known for?

Kurt Jory, Bba (Hons), Cim, Cfp has skills like Investments, Wealth Management, Finance, Portfolio Management, Banking, Mutual Funds, Customer Service, Management, Financial Services, Strategic Financial Planning, Relationship Management, Sales.

Who are Kurt Jory, Bba (Hons), Cim, Cfp's colleagues?

Kurt Jory, Bba (Hons), Cim, Cfp's colleagues are Marcus Kouri, Matthew Ferraro, Mark Cohn, Rita Isaak, Tanya Jaggard, Warren Hope, Yvonne Smith.

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