Angus Todd
About Angus Todd
Angus Todd is an Associate Consultant at IG Wealth Management, where he has worked since 2019. He specializes in comprehensive financial planning and has a background in Business/Commerce from The University of British Columbia.
Work at IG Wealth Management
Angus Todd has been serving as an Associate Consultant at IG Wealth Management since 2019. In this role, he focuses on providing financial advisory services to clients, enhancing their investment portfolios. Prior to this position, he worked as a Consultant at the same organization from 2015 to 2019 in Victoria, BC. His experience at IG Wealth Management spans a total of five years, during which he has developed expertise in various financial planning areas.
Education and Expertise
Angus Todd earned a Bachelor's Degree in Business/Commerce from The University of British Columbia (UBC), where he studied from 2011 to 2015. His education laid the foundation for his career in financial consulting. He has applied his academic knowledge in practical settings, particularly in his roles at IG Wealth Management and as a financial advisor with Investors Group Securities Inc.
Background
Angus Todd began his academic journey at the Sauder School of Business at UBC, where he was a student from 2011 to 2015. His time at UBC provided him with a solid grounding in business principles, which he later applied in his professional career. After completing his studies, he transitioned into the financial services sector, where he has built a career focused on comprehensive financial planning.
Financial Planning Services
In his role as a financial advisor, Angus Todd provides comprehensive financial planning services across six main areas: Investment, Retirement, Mortgage, Estate, Tax, and Insurance Planning. He collaborates with a team to enhance clients' existing investment portfolios, ensuring that they receive tailored advice that meets their specific financial needs.