If it matters to you, it matters to us.

At Todd Kennedy Wealth Management, we believe your goals form the foundation of every decision we make. Whether it’s retiring with the lifestyle to do what you want when you want or creating a meaningful legacy, our process starts with what matters most to you.

We take pride in simplifying financial planning. Instead of overwhelming you with jargon and complex charts, we craft a concise roadmap that’s clear and easy to follow. Life changes, and your plan will too. That’s why we regularly revisit and refine your strategy, ensuring you’re always on track and confident in your financial future.

A strategy for long-term success

Our approach goes beyond simple account management. By viewing all your accounts—TFSAs, RRSPs, corporate accounts, and more—as a single, comprehensive portfolio, we can eliminate inefficiencies and optimize for taxes, cash flow, and long-term goals. This strategy ensures better risk management, reduced fees, and improved results.

The way we work with you is as important as the plan itself. Transparency and communication form the backbone of our client relationships. Through our unique to each client Investment Policy Statement, we outline the clear commitment to your financial success. Our regular meetings also involve collaboration with your other advisors such as accountant and lawyer, while we handle direct management of your investments to ensure that every aspect of your financial life is aligned.

At Todd Kennedy Wealth Management, we cut through complexity to focus on what truly matters: your peace of mind, your goals, and your financial future.