Our Team


Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.



Jim ToddCPA, CA, CFP®, R.F.P.

Certified Financial Planner®

Jim has been a Certified Financial Planner® for over 30 years. Originally, Jim graduated from University of Toronto with a B.Comm. and became a Chartered Accountant with Price Waterhouse. After spendi...
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