Todd is a big fan of simplifying what many people find complicated. If the financial planning process starts out to be overwhelming, it won't get completed.
He has been in the financial services industry since 1990. His educational background includes both law and accounting. Having spent time in a major bank in various investment advisory and management funds, he was one of the earliest bankers to earn his mutual funds license. Todd has worked in advisory and management funds in both London, England and Toronto before settling back in Ottawa to focus his wealth management expertise on high-net-worth clients and business owners.
Todd's investment approach is unique in that he manages investment portfolios for individual clients using a methodology similar to the ones used by successful pension and endowment funds. He has achieved one of the highest investment management titles, Portfolio Manager, which qualifies him to free your time by handling day-to-day account transactions on your behalf.
When not engaged in various active pursuits with his family, Todd volunteers on local boards and committees relating to medical issues.