TODD MORIN
CFP, RRC
Senior Financial Consultant
Investors Group Financial Services Inc.
About —
Your Financial Coach.
As a marathon runner and IRONMAN triathlete — Todd understands the importance of setting goals, having a plan to reach those goals, as well as having a coach to support and guide you.
The similarities between your fitness preparation and your financial planning are universal.
Set your financial goal — minimizing your taxes, buying a home, paying for an education, living well in retirement, planning your estate, or simply getting more out of life — and Todd will provide you with a personalized plan to coach you to your financial finish line.
Email Todd at: todd.morin@investorsgroup.com to start maximizing your potential today.
Team —
My IG advisor does all my financial planning
Associations and Community —
Associations
- Pillar Award Recipient, Investors Group
- 2004 - 2004
- Builder Award Recipient, Investors Group
- 2007 - 2007
- Certified Financial Planner Designation, Financial Planners Standards Council
- 2008 - Present
- Certified Divorce Financial Analyst, Institute for Divorce Financial Analysts
- 2014 - Present
Community
- Board of Directors, Overbrook-Forbes Community Resource Centre
- 2003 - 2008
- Board of Directors, Russell Curling Club
- 2008 - 2010
- Cyclist and fundraiser, cycled from Quebec City to Halifax, Sears National Kids Cancer Ride
- 2011 - 2011
- Completed first Ironman Triathlon, 13:03hrs, Cozumel Ironman
- 2012 - 2012
- 1st Place, Men 45-49, Niagara Falls International Half Marathon
- 2012 - 2012
general inquiries —
400 March Road, Suite 240
Kanata, ON K2K 3H4
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Let’s talk —
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