Jim Todd, CPA, CA, CFP®, R.F.P

Certified Financial Planner™

Jim has been a Certified Financial Planner for over 25 years. Originally, Jim graduated from University of Toronto with a B.Comm. and became a Chartered Accountant with Price Waterhouse. After spending 10 years as Chief Financial Officer and co-owner of a national corporation, Jim changed careers to begin helping people with their financial planning.

Besides being a Certified Financial Planner, Jim holds the Registered Financial Planner designation from the Institute of Advanced Financial Planning.

Jim focuses on retirement, tax and estate planning and provides high-quality investment, banking and insurance products to his clients. He is compensated through fees and/or commissions, depending on the circumstances.

Jim's clients include professionals, executives, business owners, retirees and their families.

Our Team
During his 25+ years as a financial planner, Jim has developed relationships with a number of qualified accountants, lawyers and other specialists in large and small firms who provide their expertise when requested. This same expertise is made available to clients on a fee basis, either through Jim or directly when needed.

 

Insurance products available through James Hamilton Todd.