About
Our Team

Todd joined the financial services industry in 2004 after six years of being self-employed in the technology industry. He quickly found that his technology skillset and problem solving techniques were an asset as a Financial Advisor. Education is important to him, and he's proud to have the Certified Financial Planner and Chartered Life Underwriter designations. He volunteers tirelessly to raise the bar of financial advice and is a member of many financial associations with the same goal.

Outside of work he enjoys spending time with family, travelling, skiing, improving an impossibly good steak, and improving an impossibly bad golf game. He's a proud father of one + stepfather of two.

Advisor Location: Sudbury, ON

We’re here to help you
navigate your financial journey.