Account Representative
& Certified Health Insuance Specialist

Todd’s mission is to help clients achieve their financial goals by building each client’s assets with tax effective money accumulation and debt management plans and using well thought out asset and product allocation strategies. At the same time he is focused on protecting client’s assets and human capital with the appropriate use of insurance solutions at a reasonable cost.

Todd is a Certified Health Insurance Specialist for living benefits solutions, including income replacement and risk management solutions for individuals, business owners and professionals.  The CHIS certification signifies that he has thorough knowledge in living benefits and how to effectively combine and coordinate employee benefits with the more robust and personalized coverage that individual insurance plans offer. The CHIS is the only designation in Canada denoting specialized knowledge in all areas of living benefits, including disability, health, critical illness, and long term care insurance, and is the premier credential in the health insurance industry.

Todd is registered to recommend Mutual Funds though Manulife Securities Investment Services and is Life Licensed to review, recommend and sell Segregated Funds, GIC’s , Life, Disability, Critical Illness, Long Term Care, Health, Dental, and Travel insurance products. He is also involved in group benefits and savings plans in both representative and support roles.

You can reach Todd at ext 225, or email him.