We have managed clients’ wealth by building relationships based on trust and our team’s extensive experience.
Your portfolio is as important to us as it is to you. We treat your wealth like our own, keeping you informed and updated about its performance and your options. Our award-winning team is on the leading edge of investment planning best practices, always striving to surpass our own performance benchmarks in customer service.
I joined Investors Group in 1998, after 12 years in public accounting. I take the time to understand clients’ unique financial situations, objectives and goals and can offer a heightened level of advice using my knowledge and experience as a Chartered Professional Accountant, Certified Financial Planner professional, and having my Financial Management Advisor designation.
Working with individuals entering and enjoying retirement, business professionals and families who want to leave a legacy, I tailor solutions to your life’s goals, focusing on all of your financial needs.
I believe that there is no better return than the one we receive from investing in our community. I have actively volunteered with Community Foundation Grey Bruce, Owen Sound & District Chamber of Commerce, Ramoca Shrine Club and Rotary Club.
Steve is an integral part of the Todd and Associates Private Wealth Management team since 2016 after many years in the brokerage industry with a chartered bank. Through his experience, Steve can help clients with their business succession planning, estate and legacy strategies, as well as offering complex risk management advice.
Steve completed his CIM designation and is a CERTIFIED FINANCIAL PLANNER professional. He and his wife, Melissa, have 3 grown children and one grandchild. They enjoy spending time hiking and biking as well as many other sports activities.
Jenna joined Todd & Associates Private Wealth Management in 2016. Having worked in different positions with Investors Group, she brings a high level of professionalism and attention to detail to her role. Jenna supports the team in an administrative capacity, handles client communications and maintains Todd and Associates digital presence.
Jenna enjoys long walks with her dog, Lucky, and spending time reading.
Jennifer joined Todd and Associates Private Wealth Management in 2013 bringing with her 8 years of experience in the banking industry. She keeps the team organized and sets the bar high for customer service by always making clients feel they come first. Jennifer’s finely tuned administrative skills keep the team on track with all accounts and communications.
Originally from Owen Sound, Jennifer and her husband, Devon, have three children. They enjoy many outdoor activities and spending time with family and friends.
Melanie joined Investors Group in 2006 and was promoted to Mortgage Planning Specialist in 2009. She quickly became one of the top Investors Group Mortgage Planning Specialist’s in Canada earning Star Performer status in her first eligible year in 2011 and then again in 2012 and 2013. She is located at the Investors Group office in Owen Sound.
Melanie provides straight forward advice on mortgage options including purchase, transfer, refinancing and secured lines of credit.
Melanie’s roots to Investors Group span over three decades. She is dedicated to what the plan has to offer clients and will work with them to help them achieve their financial goals and dreams.
Each member of our team is backed by a team of professionals with specialized expertise in tax and estate planning, securities*, insurance protection, investment lending, business succession planning and more. In some situations it may also make sense to involve your own accountant or lawyer to ensure a coordinated approach to managing your wealth.
* Brokerage offered through Investors Group Securities Inc. ( in Québec, a firm in financial planning ).