Todd draws on his diverse background in investment management to simplify the complexity of financial markets and help clients make intelligent financial decisions. Todd has worked in finance for more than 20 years, holding senior roles across the Canadian investment industry. Prior to joining National Bank Financial, he worked with a large investment advisory practice at Scotia Mcleod and was Vice President of HSBC’s Portfolio Advisory Group. Todd received an Economics degree from the University of British Columbia (B.Econ), is a Chartered Investment Manager (CIM), and has earned the Portfolio Manager designation after meeting the rigorous academic and experiential standards. He is able to invest in options strategies. Todd enjoys biking, skiing and outdoor life with his wife and two children.