About TRIO

Todd Thompson, B. Comm., CFP
Certified Financial Planner®

Todd Thompson

Sadly, TRIO Financial Planning lost one of its founding partners this fall. Todd passed away unexpectedly on November 10th, 2020.

Todd moved to Ottawa from Southwestern Ontario in 1991 to study finance at Carleton University. He graduated with an Honours Bachelor of Commerce in 1995. Todd completed his Certified Financial Planner’s designation in 2000 and practiced as a financial planner and investment advisor.

In 2011, Todd decided to join MGI Financial Inc. (now Desjardins Financial Security Investments Inc.), and start TRIO Financial Planning with his long time colleagues Vickie Snow and Stephen Cock. A strong partnership was built based on a shared vision.

A long-time member of the Canadian fiddle and step-dance community, Todd played competitively from the age of 7 until his late 20’s and taught fiddle for over 20 years.

In his leisure time, Todd enjoyed hockey, golf, cooking, and salt water aquariums.

Todd’s quick wit, infectious smile and stories will be missed by his friends, family, colleagues and clients.

The TRIO Financial Planning/DFS Investments team remain available for inquiries.

 

Mutual funds are distributed through Desjardins Financial Security Investments Inc.

 


 

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