About TRIO

Todd Thompson, B. Comm., CFP
Certified Financial Planner®

Todd Thompson

Todd moved to Ottawa from Southwestern Ontario in 1991 to study finance at Carleton University. After graduating with an Honours Bachelor of Commerce in 1995, he joined a large, independent financial planning firm in the spring of 1996. Todd completed his Certified Financial Planner’s designation in 2000 and has practiced as a financial planner and investment advisor since. Todd is a Certified Financial Planner and is registered to offer mutual funds in the provinces of ON and QC.

After 16 years with the same firm, Todd decided to join MGI Financial Inc. (now Desjardins Financial Security Investments Inc.), and start TRIO Financial Planning with his long time colleagues Vickie Snow and Stephen Cock. Having worked closely with both Vickie and Stephen for over a decade has provided a shared vision and ethic and he looks forward to a continued, strong partnership.

Todd specializes in retirement planning and investment portfolio construction and management, and enjoys taking the time to answer all client questions and providing education regarding their personal financial situation.

A long-time member of the Canadian fiddle and step-dance community, Todd played competitively from the age of 7 until his late 20’s and has taught fiddle for over 20 years.

In his leisure time, Todd enjoys hockey, golf, cooking, and salt water aquariums.

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Mutual funds are distributed through Desjardins Financial Security Investments Inc.

 


 

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