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    Todd Sjogren


    562 Island Highway E
    Unit 303
    Parksville, BC V9P 1V6



    My Background

    Todd has been managing clients in the Financial & Investment Industry since the year 2000. He has a Bachelor of Arts Degree (Business Major – Finance) with Distinction, which was achieved through his high scholastic marks. He has also earned the personal financing planning designation of Financial Management Advisor (FMA). Through his experience and education, he has become a specialist in Retirement, Income, & Estate Planning. The cornerstone of his business is built on the trust and integrity he has with his clients. By listening and understanding their financial goals and concerns, he is able to work closely with them to formulate customized investment strategies to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, he will design an investment strategy that best fits their needs. Todd is married and has two children that keep them busy with all their activities. He also loves all that Vancouver Island offers and keeps busy with skiing, golfing, and fishing.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.