Todd is an experienced investment professional who services clients with a deep knowledge and understanding of finance and portfolio management. Todd specializes in breaking down portfolio complexities and delivering straight forward and transparent information to clients, helping them to make strong financial decisions based on their individual situations.
Todd joined National Bank Financial in 2015. Todd is well known for his customized client service, exceptional portfolio management and strong financial analysis skills. Prior to this, Todd was an associate portfolio manager working with high net worth clients. He managed portfolios for private individuals and families, corporations, trusts, estates, foundations, and charities.
Todd has a vast amount of education to complement his industry experience. Todd attended the University of Guelph for his undergraduate degree in economics. He followed this by obtaining his MBA at Wilfrid Laurier University and from there he earned a Master of Finance (M.Fin) degree from the Rotman School of Management, at the University of Toronto where he was awarded the honour of being class valedictorian.
In addition to these degrees, Todd is a CFA charterholder and a member of the CFA Institute and the Toronto CFA Society. The CFA designation is regarded as the most respected and recognized investment designation in the world. For more information on the CFA designation and the ethics code of its charterholders please visit https://www.cfainstitute.org
In addition, Todd is able to provide life insurance as part of the financial planning process and is a holder of the Certified Financial Planner (CFP) designation.
Outside of the office, Todd enjoys staying active with many sports and can usually be found driving his two kids around to their various activities. He is also a voracious reader on the topics of behavioural economics and behavioural finance.