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 Todd, CPA, 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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