Curt Trothen

Curt Trothen, CFP, CIM, PFP, FCSI, is a Senior Financial Planner at CIBC, where they have been contributing since 2019. They previously worked as a Financial Planner at RBC Financial Planning from 2013 to 2019 and held the position of Financial Planner at the National Bank of Canada from 2005 to 2008. Curt started their career as an Inside Wholesaler at Fidelity Investments in 1999, progressing to various roles including Manager of Inside Sales and Marketing Program Manager. They are currently pursuing education in CMT and have earned certifications in Personal Financial Planning, Chartered Investment Management, and Certified Financial Planning.