J. Todd Currie
Job title: CERTIFIED FINANCIAL PLANNER®, CFP®, CHS™
Trustworthy advice you can count on
Let's work together
For over 20 years, I have been helping business owners, pre-retirees and young families reach their goals. To me, Clients come first. I believe in trust, integrity and confidentiality. Clients appreciate that I truly listen to them and their needs.
I can help you meet your needs with a number of solutions. My specialties are:
- developing wealth accumulation strategies,
- retirement income planning,
- basic and detailed financial planning and
- group benefits for businesses.
You can benefit from my professional expertise and access to some of the industry’s leading insurance and investment products. I can help you build a financial approach customized to your needs.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Retirement savings calculator
