With over three years of experience in the financial services industry, Evan Todd is committed to helping individuals and families make informed financial decisions with clarity and confidence. He believes strong financial planning begins with education and understanding, and works closely with clients to simplify complex financial concepts so they feel empowered and confident in the strategies they build together over the long term.

Evan earned his Bachelor of Business Administration with a concentration in Finance from Northern Alberta Institute of Technology, where he developed a strong foundation in financial analysis, investment planning, and wealth management. Since entering the industry, he has focused on building meaningful relationships and creating personalized financial strategies tailored to each client’s goals, priorities, and stage of life.

Passionate about long-term and multigenerational planning, Evan values helping families not only grow and protect their wealth, but also create lasting legacies for future generations. He believes financial planning should evolve alongside life’s changes and opportunities, balancing growth, protection, and flexibility through every stage of a client’s journey.

Known for his approachable and down-to-earth style, Evan strives to create an environment where clients feel comfortable asking questions and gaining a deeper understanding of their financial picture. Whether working with young professionals beginning their financial journey, families planning for the future, or individuals preparing for retirement, his focus remains the same: building strategies that provide confidence, structure, and long-term financial security.

Outside of work, Evan is a passionate sports fan who enjoys watching both football and hockey. He also enjoys staying active through golf, tennis, and pickleball. He values spending time with family and friends while continuing to pursue personal and professional growth.