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.