Todd has 20 years of investment experience and has held various senior roles across the Canadian financial industry. Prior to joining National Bank Financial, he helped manage a large investment advisory business with ScotiaMcleod in Montreal. Before that, he lived in Toronto and was the Vice President of HSBC’s Portfolio Advisory Group, providing investment research to HSBC Securities’ Canadian wealth businesses. As an experienced wealth manager, Todd uses his background in investment analysis to simplify the complexity of financial markets, helping clients to make intelligent financial decisions. Todd holds an Economics degree from the University of British Columbia and has earned the Chartered Investment Manager designation, after meeting the rigorous academic and experiential standards. He is also licensed to invest in options strategies. He lives in Kelowna and enjoys biking, skiing and the outdoor life with his wife and two children.