Members

Lori Curtiss

Calgary, AB

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Lori Curtiss

Member Bio

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Lori has been advising clients for over 20 years, bringing a wealth of experience to the field of financial planning. As a Certified Financial Planner (CFP®) and a Certified Financial Behaviour Specialist (CFBS®), Lori is uniquely qualified to address a wide range of financial needs.
Lori takes a distinctive approach to financial planning by delving into the psychology behind financial decisions. She believes that understanding the motivations and emotions that drive financial behaviours is the key to creating effective and personalized financial strategies.

Specializations

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Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Hourly

Professional Associations

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Education

Masters Degree

Assets Under Management

Practice Size

Investment License

None

Provinces Licensed (Investment)

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