Certified Financial Planner - Manulife Securities Investment Services Inc.
Certified Health Insurance Specialist & Insurance Represntative - Schuster Boyd McDonald Insurance and Financial Services Inc.
Todd’s passion is to help clients achieve their financial goals by building client’s assets with simple but effective tax, debt, and wealth strategies. He is able to break down extremely technical content in a down to earth way and helps to set realistic goals, with a focus on planning for the future while making sure that todays needs are met, and using insurance where appropriate to protect clients families.
Todds provides solutions for individuals, families, business owners, and professionals. He has thorough knowledge in living benefits and how to effectively coordinate employee benefits plans with personalized coverage that individual insurance plans offer.
Todd is a member of Advocis and holds a number of executive roles in the local chapter, working to represent the best interests of clients and advisors, and attends regular educational events. He adheres to Advocis' strong code of ethics to puts clients needs first.
Todd enjoys downhill skiing, animals, and nature. He is terrible at golf, loves movies and music and is enjoying the challenges of having a young modern family with many pets.
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