Todd is a finance and accounting expert with almost 20 years of experience in providing financing solutions to business clients. He has honed strong communication and analytical skills by negotiating complex credit solutions with senior executives, while being responsible for structuring and executing due diligence for significant single and multi-bank deals.
Additionally, he has had held increasingly progressive leadership positions. Most recently, Todd was responsible for CIBC’s Commercial Bank ($250K–$100MM in lending) covering most of the BC Interior and Yukon. He has managed teams up to 30 professional and admin staff. A CMA accounting designation rounds out his skill sets.
Todd’s skills extend well beyond just structuring the acquisition, and executing due diligence.
Over his commercial and corporate banking career he has:
- Provided banking and finance advice for over 250 companies across various industries from the local corner store to publicly traded companies and income trusts
- Managed a portfolio of large corporate clients in Toronto with a total credit book exceeding $700MM in authorized credit
- Managed an Ottawa high-tech portfolio during both the tech boom and tech bust, with 100% client satisfaction and zero loan losses
- A unique blend of skills ranging from detailed financial analysis to broader strategic initiatives including: hiring, mentoring, and coaching staff, leading a team to strong performance results, and being a successful change agent
Over the past half dozen years, Todd has developed an extensive network through out the BC Interior with a number of business advisers and successful business owners. He has built strong trusting relationships with his business clients that include a deep understanding of clients’ business needs and providing key finance and operational advice.
As businesses are acquired by Western Legacy Partners, our Team will expand to broaden our expertise as needed. Similarly, the Partners Group will provide additional guidance and support.