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Todd Hummel

Investment Advisor

Tel: 250-655-2210
Toll Free: 1855-743-6457
Fax: 250-655-2212

Todd Hummel

Address
730 View Street, 10th Floor
Victoria, BC
V8W 3Y7
Map

Contact Us

How to find us

My office is conveniently located in Sidney at the BMO Bank of Montreal Branch at

 

2461 Beacon Ave | Sidney | BC | V8L 1X7

 

PH 250-655-2210 | TF 1-855-743-6457 | FAX 250-655-2212



What I do...

I partner with select families to maximize their return on life by providing trusted and proven wealth management strategies.

In other words, I work closely with successful individuals and corporations and provide an all encompassing wealth strategy that gives peace of mind to our clients so that they can focus on areas of their lives that matter the most to them (such as their children, grandchildren, charities, hobbies, etc.)

Through the wealth management process, I work directly with you to assess you and your family's priorities and create a customized plan to achieve success.

My Services...

I utilize the knowledge, expertise and resources of BMO Nesbitt Burns and BMO Financial Group to address your issues. Some of which may include:

  • Transitioning to Retirement

  • Tax Planning

  • Estate Planning

  • Income Distribution Planning

  • Insurance Consulting

  • Succession Planning for Businesses

  • Legacy Planning and Charitable Giving
     

Referrals
If there is anyone that you know that can benefit from our services, please feel free to pass our name along. I consider these referrals the highest complement and be assured that any referral received will be treated with the highest degree of respect, confidentiality, and professionalism.