CFP, RRCCFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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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 —

My IG advisor does all my financial planning

IG Wealth Management – they do all our financial planning. An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.

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

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IG Wealth Management

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