Cortni Stothers

I provide Members with personalized, professional investment management and financial planning strategies. My goal is to help Members focus on what matters most to them.

With over 13 years of experience in the industry, I have encountered a wide range of planning scenarios and had the opportunity to collaborate with colleagues in commercial, retail, and small business sectors. I hold the Personal Financial Planner (PFP) and Responsible Investment Specialist (RIS) designations, as well as the Responsible Investment Advisor Certification (RIAC). As a virtual planner, I can work with clients across Canada, offering flexibility for busy professionals or those who travel frequently for their careers.

I am passionate about Responsible and Sustainable Investing and strive to incorporate these practices into my daily life, including my investments. I provide clients with expertise and strategies to ensure they make financial decisions that also have a meaningful impact on the world and align with their personal values.

I specialize in Women in Wealth, offering a personalized approach to the financial planning and wealth management needs of women. I am also dedicated to Responsible & Sustainable Investing, guiding Members through the complexities of responsible investment and environmental, social and governance (ESG) screening while seamlessly incorporating these principles into their portfolios and holistic financial plans.

When I am not working with clients, I enjoy spending time outdoors and with my family. I value spending time with loved ones and in places that bring me peace. I live in the countryside near a beach with many great hiking trails. In my free time, I enjoy playing badminton, practicing yoga, volleyball, gardening, hiking, cooking, and spending time with my dog, Axel.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.