Todd specializes in helping clients achieve their financial and retirement goals.
Todd has been in the financial services industry since 1990. His educational background includes both law and accounting. Having spent time in a major bank serving various investment and management functions, he was one of the earliest bankers to earn his mutual funds license. Todd has worked in advisory and management functions in both London, England and Toronto before settling back in Ottawa to focus his wealth management expertise on high-net-worth clients.
His investment approach is unique in that he manages investment portfolios for individual clients using a similar methodology to the successful pension and endowment funds. Todd has achieved the highest level of credentials in managing money – the discretionary portfolio management designation of Portfolio Manager.
When not engaged in various active pursuits with his family, Todd volunteers on local boards and committees relating to medical issues.