As the CEO and Ultimate Designated Person (UDP) at Alitis, Todd is responsible for the firm’s overall success and fostering a strong compliance culture.
In his role as a member of the Alitis Investment Committee, Todd guides the Fixed Income strategy for the firm. He performs investment due diligence, conducts economic analysis, and assists in designing the portfolio for Alitis’ Investment Pools. Additionally, he works directly with clients as part of the Alitis Wealth Management Team, ensuring personalized and professional service. Todd believes in a holistic approach to 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. Over his 16-year tenure, he held various roles and responsibilities, including 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 earned a Bachelor of Business Administration from Simon Fraser University.
Born and raised in Campbell River, Todd remains closely connected to his roots, with both his and his wife’s families residing there. An outdoor enthusiast, he enjoys skiing, hiking, camping, fishing, and embracing all that Campbell River and Vancouver Island have to offer.