CEO & Portfolio Manager
Todd is CEO & Portfolio Manager at Alitis Investment Counsel with over 20 years’ experience in the financial services industry.
He is a member of the Alitis Investment Committee where he manages the Fixed Income strategy for the firm and shares the responsible for investment due diligence, economic analysis and the portfolio design of Alitis’ Investment Pools. Todd also co-manages Alitis’ Campbell River Office and works directly with clients as part of the Alitis Wealth Management Team. He believes in a holistic view of wealth management and takes great pride in helping clients achieve financial independence.
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 holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. 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.