Our Team

Jim has been a CERTIFIED FINANCIAL PLANNER” professional for over 35 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 holding the Certified Financial Planner® designation, 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 mutual fund investments to his clients. He is compensated primarily through commissions.

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

During his 35+ years as a financial planner, Jim has developed relationships with a number of qualified accountants, lawyers, insurance and other specialists who provide their expertise when requested.

"Insurance products available through Jim Todd."