Courtney Anderson

Courtney has over 25 years of working with two major financial institutions in a variety of roles including Agriculture Lending, Commercial Lending, National Product Manager and more recently Regional VP Private Banking and Very High Net Worth Private Banker.

He is passionate about helping business owners and professionals optimize their businesses and wealth through sound planning. Courtney holds financial planning and management designations and has worked with many of Ottawa’s leading family run businesses.

When not working he is a married father of 3 and continues to be active in coaching both basketball and soccer in the greater Ottawa community.