CFP, RRCCFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with TODD R MORIN

If you would like to request an appointment please complete your personal information below.

topics to discuss


Your appointment registration has been successfully sent!

About —

icon book and glasses

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: to start maximizing your potential today.

Team —

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

Associations and Community —


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


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

Get Directions
IG Wealth Management

Request for More subscription


Your newsletter subscription has been successfully sent!