Kurt Montgomery
Financial Advisor
Kurt.montgomery@ipcc.ca
As a Financial Advisor Kurt’s objective is to create comprehensive financial plans while delivering superior client service. He believes in working closely with his clients to set up a strategy that is attainable, rewarding and realistic, building confidence about the future while living comfortably today.
This detailed approach will consider the lifestyle you want in retirement including contingencies for unexpected financial obligations.
Kurt has been in the financial industry for many years has and his knowledge and experience will allow you to gain peace of mind about your financial position now and in the future. You’ll also have the benefit of a customized plan that is prepared to keep you on track and designed to meet your objectives.
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