Team Members

Todd has been managing clients in the Financial & Investment Industry since the year 2000. He has a Bachelor of Arts Degree (Business Major – Finance) with Distinction, which was achieved through his high scholastic marks. He has also earned the personal financing planning designation of Financial Management Advisor (FMA). Through his experience and education, he has become a specialist in Retirement, Income, & Estate Planning.

The cornerstone of his business is built on the trust and integrity he has with his clients. By listening and understanding their financial goals and concerns, he is able to work closely with them to formulate customized investment strategies to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, he will design an investment strategy that best fits their needs.

Todd is married and has two children that keep them busy with all their activities. He also loves all that Vancouver Island offers and keeps busy with skiing, golfing, and fishing.

Giselle has worked in the Parksville office of BMO Nesbitt Burns since 1999 and joined the Todd Sjogren & Associates team full time in 2023. She is responsible for the administrative and maintenance tasks for clients and assists with the initial documentation and onboarding of clients.

Outside of the office, Giselle enjoys spending time with her husband and her two adult children. She also enjoys fibre arts and quilt making in her spare time

Drake has been working with BMO Bank of Montreal since 2015, and recently transitioned over to BMO Nesbitt Burns in 2024. He holds a Bachelor of Business Administration Degree (B.B.A) from Vancouver Island University, 

Drake is responsible for helping deliver an exceptional client experience, by creating personalized goal-oriented Financial Plans, conducting investment research, and helping with new client onboarding and account maintenance. 

When hes not in the office, he enjoys spending his free time with his Partner and friends, golfing, playing a variety of sports and taking his dog to check out all Vancouver Island has to offer.