Todd began his career in the financial services industry over 27 years ago. With extensive experience in a variety of integrated wealth solutions, Todd has devoted the last two decades to discretionary investment management, retirement and total wealth planning. Todd focuses on affluent individual and family total financial solutions. He understands that a one-size-fits-all approach is not practical when it involves something as important as your life’s work and savings. He provides a holistic approach to your financial needs, including Total Wealth Planning, investment management, estate, trust, tax-efficient and planning for retirement and beyond. He takes great pride in providing high-quality service and is passionate about helping you achieve your individualized financial goals, so you can feel confident to focus on other important things in life. In addition to his extensive experience in the financial services industry, Todd is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Financial Management Advisor (FMA). Todd resides in Fall River, Nova Scotia with his wife, Deborah, and their three children. Although Todd is very focused on his business, he also understands the importance of finding time to unwind with his family and enjoys coaching hockey and baseball, travel and skiing.
