Co-created ECIVDA to ensure that professionals, business owners, executives, and high net worth clients had a place to turn to in order to better understand what their current situation looked like, to be able to provide professional client-centric advice backed by an incredibly talented team, and to be a primary trusted advisory service for long term client relationships.Professional Financial Planning under the governance of FP Canada (formerly - Financial Planning Standards Council) - and my work looks at:Cash Flow and Financial ManagementInvestment Planning and Portfolio AnalysisRisk Management and Insurance discussionsTax Planning Retirement PlanningEstate PlanningLegal MattersWhat gets me up in the morning? I enjoy dedicating my time to ensure that executives, owners, and professionals with financial questions (who are interested in learning, making improvements to their current position, and creating a long term wealth strategy) have a professional business to turn to. I get excited about finding creative ways to help clients build wealth, using technology to reach busy clients and owners, and leveraging a really personable team. We've hand-selected everyone in our firm in order to grow our business, and be leaders in the planning industry.What do I feel we are best at?Ingenuity. We are passionate about helping. Relationships and trust are key. We encourage collaboration and communication. I enjoy writing articles on financial planning, speaking on personal and business client solutions, and created the Ottawa based CFP Planning Group (which brings banks, brokers, and CFP's from different companies together to work on the best planning strategies for clients). Most recently - have created and run the Mind and Money show podcast- which is listened to on Apple Itunes and Spotify in over six countries.I can always be reached at shawn.todd@ecivda.com or 613-591-0337