As an Independent Advisor and Certified Financial Planner, Todd has your best interests at heart. With over 23 years of experience, you can be sure that once he gains your trust, he works hard for you.
For insurance, working through PPI Solutions Ltd (part of the Bridgeforce Financial Group), Todd has access to over 17 top insurance companies and can help you find the insurance solutions that truly meet your needs. He also represents the top ranked segregated fund products in Canada.
For investing, working through Portfolio Strategies Corporation as a Mutual Fund representative, he has access to thousands of different funds. Working with Provisus Wealth Management, our clients can benefit from the advantages of owning a portfolio of individual stocks, bonds and ETFs.
Todd Darling is registered with Canadian Securities Administrators. The CSA protects Canadian investors from unfair, improper, or fraudulent practices, and fosters fair and efficient capital markets.
Is your current advisor looking after his clients or just looking for new clients?
We work on a referral basis but our current clients are our highest priority, while actively welcoming new clients. We believe a second opinion on your financial plan never hurt anyone, and in fact, is sometimes the wise choice. It’s not dangerous or in poor taste to get together and check to see if we can do better for you! We love to meet those seeking a different experience.