Todd Kennedy
Senior Portfolio Manager
Helping you answer questions you didn't know you had
Every financial journey starts with a question: “Am I on track?” At Todd Kennedy Wealth Management, we simplify the complexities of wealth planning with personalized strategies that align with your goals.
Whether you’re building a portfolio to optimize retirement income or preparing a legacy for your family, we bring clarity, confidence, and results. Together, we’ll define success for you and your family and create a strategy that aligns with your life’s goals and values.
Because your wealth isn’t just about numbers—it’s about living the life you want now and making a difference down the road. Let’s take the next step toward achieving what matters most to you.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
If it matters to you, it matters to us.
At Todd Kennedy Wealth Management, we believe your goals form the foundation of every decision we make. Whether it’s retiring with the lifestyle to do what you want when you want or creating a meaningful legacy, our process starts with what matters most to you.
We take pride in simplifying financial planning. Instead of overwhelming you with jargon and complex charts, we craft a concise roadmap that’s clear and easy to follow. Life changes, and your plan will too. That’s why we regularly revisit and refine your strategy, ensuring you’re always on track and confident in your financial future.
A strategy for long-term success
What we do
Our approach goes beyond simple account management. By viewing all your accounts—TFSAs, RRSPs, corporate accounts, and more—as a single, comprehensive portfolio, we can eliminate inefficiencies and optimize for taxes, cash flow, and long-term goals. This strategy ensures better risk management, reduced fees, and improved results.
How we do it
The way we work with you is as important as the plan itself. Transparency and communication form the backbone of our client relationships. Through our unique to each client Investment Policy Statement, we outline the clear commitment to your financial success. Our regular meetings also involve collaboration with your other advisors such as accountant and lawyer, while we handle direct management of your investments to ensure that every aspect of your financial life is aligned.
At Todd Kennedy Wealth Management, we cut through complexity to focus on what truly matters: your peace of mind, your goals, and your financial future.
Wealth Lounge
At Kennedy Wealth Management, we empower you with the knowledge to make informed decisions about your financial future.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Todd's Blog
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.