About Todd

Todd is responsible for the wealth management needs of High Net Worth and Ultra High Net Worth families in the Western GTA and Hamilton-Niagara markets.  Todd spent the early part of his career working in the U.S. as a trader and analyst. His time in the US helped him gain valuable experience in a high-performance world where he produced strong outcomes while managing risk.

Todd is a Chartered Financial Analyst (CFA®) and he holds the FEA designation which guides him when dealing with successful Canadian families and their complex situations. 

Driven by his institutional experience to empower private investors, Todd joined BMO Private Investment Counsel in 2009.  Partnering with an in-house, multi-disciplinary team, Todd delivers the best thinking and value from across BMO Financial Group to clients, families and their advisors. Todd’s rigorous work ethic, sports-inspired discipline and his over 25 plus years in the financial industry helps him successfully deal with clients each day. 

Born and raised in beautiful Niagara-on-the-Lake, Todd now resides in Burlington.  Married with two children, Todd unwinds by walking his Double Doodle and playing old timer’s hockey in his community.