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 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 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 30+ years as a financial planner, Jim has developed relationships with a number of qualified accountants, lawyers, insurance and other specialists in large and small firms who provide their expertise when requested.