J. Todd Currie

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: CERTIFIED FINANCIAL PLANNER®, CFP®, CHS™

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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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.

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Stay informed

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Certain terms and conditions may apply. Contact me for more information.

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.

It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

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Office information

Medicine Hat, AB

Phone:

(403) 528-3100

Email:

todd.currie@sunlife.com

Address:

#102 - 1601 Dunmore Road SE, , Medicine Hat, AB, T1A 1Z8 Canada

Let’s connect

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