Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Jim Todd

BCom, CPA, CFP®
Financial Planner

Jim has been a CERTIFIED FINANCIAL PLANNER® professional for over 25 years. Originally, Jim graduated from University of Toronto with a Bachelor of Commerce and became a Chart...

X

Jim Todd

BCom, CPA, CFP®
Financial Planner

Jim has been a CERTIFIED FINANCIAL PLANNER® professional for over 25 years. Originally, Jim graduated from University of Toronto with a Bachelor of Commerce and became a Chartered Accountant with Price Waterhouse. After spending 10 years as Chief Financial Officer and co-owner of a national corporation, Jim changed careers to begin helping people with their financial planning.
Jim focuses on retirement, tax and estate planning and provides high-quality mutual fund investments to his clients. Jim is compensated through commissions.

Jim's clients include professionals, executives, business owners, retirees and their families.

During his years as a financial planner, Jim has developed relationships with a number of qualified accountants, lawyers, insurance and other specialists who provide their expertise when requested.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.