Meet our Team
Todd Peters B.A., CFP
Todd Peters began his career in the financial services industry in 1996 and has completed the Canadian Securities Course, IFIC Branch Manager’s Course, IFIC Officers, Partners and Directors Course and holds the Certified Financial Planner designation.
Todd deals primarily with business owners and professionals, helping them coordinate all aspects of their financial lives including both personal and business planning. He specializes in income replacement strategies, succession planning, and estate preservation issues.
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Disclaimer: The information contained herein is for ON, NS, NB and BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.