Courtney specializes in Wealth Structuring and Succession Planning, providing essential guidance for founders and business owners aiming to grow, preserve, and effectively transition their wealth. With over 25 years of senior leadership and relationship management experience at Canada's largest financial institutions, Courtney brings extensive expertise in family office solutions, corporate governance, and strategic financial planning.

In his previous roles, including as a private banker and regional vice president for very high net-worth individuals, Courtney advised prominent business owners on sophisticated wealth management strategies encompassing ownership structures, family governance, tax minimization, and strategic philanthropic initiatives.

Courtney now operates his own consulting firm dedicated to helping business owners navigate the complexities of ownership, especially in sectors like agriculture, construction, and service industries. His proactive approach helps founders structure personal shareholdings through holding companies, family trusts, and strategic financial frameworks, crucial during funding rounds, IPO preparations, or business exits.

Courtney’s commitment extends beyond advisory, actively participating in implementing solutions alongside clients, providing hands-on support to ensure sustainable success. His deep community involvement, including roles supporting the Ottawa Hospital Foundation and coaching numerous sports teams, highlights his dedication to impactful leadership and community enrichment.