Todd Dundas

TODD DUNDAS BA CFP EPC MFA

CERTIFIED FINANCIAL PLANNER / MASTER FINANCIAL ADVISOR

Todd’s passion is working with people who are retired or nearing retirement who value first-rate advice and service. With a focus on tax minimization, wealth accumulation and wealth transfer strategies, his practice of taking the time to truly know and understand his clients makes his recommendations perfectly matched to their needs and goals. He prides himself on the sense of optimism his clients feel when they realize that their vision is their reality. Through his professional, honest and positive approach, he truly knows he is making a difference.