Todd is a Portfolio Manager at Alitis Investment Counsel and has over 18 years’ experience in the financial services industry.
He is a member of the Investment Committee and helps with investment due diligence, economic analysis and portfolio design. Todd shares responsibility for Alitis client management and he believes in a holistic view of client assets and takes great pride in helping clients achieve financial independence.
Prior to joining Alitis, Todd worked at Qtrade Financial Group for 16 years. His roles and responsibilities during this tenure included; fixed income analysis, treasury management, account approval and compliance, discretionary investment management and advisory client management.
Todd was born and raised in Campbell River where both his and his wife’s families reside. He is an outdoor enthusiast and loves skiing, hiking, camping, fishing and everything else that Campbell River has to offer.
Todd’s qualifications include the Chartered Financial Analyst (CFA) and the Certified Financial Planner (CFP) designations. He has completed numerous industry courses and has a Bachelor of Business Administration from Simon Fraser University in Burnaby, B.C.