Meet Russell Todd

Russell Todd

Russell Todd RFP, CFP, Financial Planner

Russell Todd has been in the financial services into industry since 1970 and has been an accredited financial planner since 1982.

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Education and Experience

Formal education includes a BA in economics from the University of Lethbridge 1969, Management Certificate from the University Calgary 1980.

Professional planning education includes a CFP from The Financial Planners Standards Council of Canada -1997, and RFP (Registered Financial Planner) from the Institute of Advanced Financial Planners – 1984. Both designations require ongoing continuing education, compliance to a code of conduct and practice standards.

Russell Todd is a member of The Financial Planners Standards Council, Canadian Institutes of Financial Planners, Institute of Advanced Financial Planners and the Calgary Estate Planning Council.

Russell was the Co-Chair of the IAFP Symposium for practitioners in 2010 – Banff and 2014 in Calgary. These conferences for professional planners are recognized for their high quality of content and technical expertise of the speakers.

Russell continues to seek opportunities to mentor individuals wanted to enter the professional financial planning industry of CFP’s and RFPs in Calgary.

Get In Touch

We look forward to meeting you and discussing your current financial circumstances as well as the solutions we can provide.