He is a member of the Alitis Investment Committee sharing the responsible for investment due diligence, economic analysis and portfolio design of Alitis’ Investment Pools. Todd enjoys being a member of the of the Alitis Wealth Management Team and working directly with clients. He believes in a holistic view of wealth management and takes great pride in helping clients achieve financial independence. Todd co-manages Alitis’ Campbell River office and is the manager of the Fixed Income strategy for the firm.
Prior to joining Alitis, Todd worked at Qtrade Financial Group, from its inception. For 16 years, his roles and responsibilities included fund portfolio management, fixed income analysis, treasury management, discretionary investment management and advisory client management.
Todd is a Chartered Financial Analyst (CFA®) and a Certified Financial Planner (CFP®). He has completed numerous industry courses and has earned a Bachelor of Business Administration from Simon Fraser University.
Todd was born and raised in Campbell River where both he and his wife’s families reside. He is an outdoor enthusiast and loves skiing, hiking, camping, fishing and everything else that Campbell River and Vancouver Island have to offer.