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"Todd is a true professional who demonstrates keen attention to detail, a great capacity for taking on complex financial matters and making them easily digestible for the average investor..."

"Todd’s strength in being a top advisor is that he invests in people.  He looks into the people behind the funds that he’s investing in..."

"I would highly recommend Todd to anyone looking for a dedicated professional who genuinely cares about his clients. We look forward to our next adventures knowing that our finances are in great hands..."

"Todd’s advice and guidance has helped us get through some difficult financial times successfully, and has given us solid direction for the retirement options that lie ahead..."

"Todd is one of a select few who went above and beyond that to make sure his client’s family wealth was properly planned and protected for the next generation. Todd really cares!..."

"From our first meeting he was easy to talk to...professional...made me feel comfortable...wanting to know me..."


READ MORE FROM CLIENTS

Make intelligent financial decisions.

As an expert in his field, Todd has developed a unique planning method that he believes will help revolutionize how Canadians plan and save for retirement.

The Wealthy Breakfast Club

NOW AVAILABLE!

A common sense guide to building Wealth for your Retirement. By Todd A. Sudds

Learn more about Todd's Book

Meet Todd

Todd adheres to the two rules of investing and finance as espoused by Warren Buffett: “Rule No.1 is never lose money.  Rule No.2 is never forget rule number one.”

Learn more about Todd

Services & Solutions

The key objective is in having our savings grow and work for us. Todd can guide you through the financial landscape to provide you with intelligent solutions backed by solid products and services.

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Client Resource Centre

Your financial life does not have to be complicated. Todd can help organize and simplify your financial needs and support you with guidance and resources at your fingertips.

Check out the Client Resources