As lead advisor, Will brings a steady, principled approach to helping clients build and protect their wealth. He began his career with IG in 2014 and joined Private Wealth Management in 2016, working alongside Blair Brodie before stepping into a leadership role of his own.
Will's work is grounded in a clear set of values—family and health, honesty and discipline—and those principles shape every relationship and recommendation he offers. He earned the CERTIFIED FINANCIAL PLANNER® designation in 2019 and became a Trust and Estate Practitioner (TEP) in 2023, deepening his expertise in the complex planning needs of high-net-worth families. He holds a Bachelor of Commerce from the University of Guelph.

Outside of work, Will spends his free time exploring his interests in science and philosophy—a reflection of the same curiosity and rigour he brings to the financial lives of each client. He and his wife Veronica are also avid dog lovers and value quality time with their family every chance they get.

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As the former lead advisor of Brodie Curtosi & Associates Private Wealth Management, Blair's vision has shaped the practice from the start. He began his career with IG in 1983 and has guided clients through more than four decades of market history—from Black Monday and the uncertainty of Y2K to the global financial crisis of 2009.

It's Blair's guiding principles that have allowed this practice to stand the test of time. Through the best of times and the worst, his genuine care for clients' best interests and overall wellbeing—paired with a deep knowledge base and hard-earned experience—is reflected in everything he does. Blair obtained his CERTIFIED FINANCIAL PLANNER^® designation in 1988 and holds a Bachelor of Arts from Wilfrid Laurier University.

An active person at heart, Blair feels most at home on Go Home Lake in Muskoka, where he and his wife Patty have built a close-knit social community of their own.

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Katherine is the heart and soul of day-to-day operations at Brodie Curtosi & Associates. She began her career with IG Private Wealth in 2022 and joined the practice in 2024, quickly becoming an essential part of the team. Her gift lies in truly understanding clients—asking the right questions, listening first, and bringing a genuine care to every conversation. That instinct, paired with her deep knowledge of comprehensive financial planning, allows her to identify possibilities and opportunities that make a real difference in clients' lives. Katherine holds the Qualified Associate Financial Planner (QAFP) designation, reflecting her commitment to thorough, thoughtful planning.

Outside the office, Katherine is a proud mom to her two sons, Rhoen and Chase, and a devoted dog mom to Loki. She enjoys live music, leads an active lifestyle, and is passionate about personal growth, bringing a positive mindset and authentic energy to everything she does.

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Nico joined our private wealth practice in May 2026 as a graduate of the Financial Planning Services Advanced Diploma program at Conestoga College. His keen interest in prudent wealth management and stewardship is guiding his professional growth as he grows into an integral part of our team. Nico has already completed his Canadian Securities Course (CSC) and CFSA, and he is currently pursuing his Life License Qualification Program (LLQP)—all part of a long-term objective of earning his CERTIFIED FINANCIAL PLANNER^® designation. That steady, goal-oriented approach reflects the same care and discipline he brings to supporting clients each day.

Outside of work, Nico is an avid soccer fan and a dedicated car enthusiast.

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