Ronald J. Todd CPA, CFP, CIM
Ron began his career in public accounting with a national accounting firm. 12 years later Ron decided to take the knowledge and experience he acquired and focus on holistic financial planning. In 1998, he joined IG Wealth Management and over the years has built a thriving financial planning practice.
Ron takes the time to understand clients' unique financial needs, goals and objectives. The team-oriented practice focuses on advising affluent individuals, business owners and professionals. Ron has an exceptionally well-rounded educational background, holding designations as a Chartered Professional Accountant, CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager.
Community involvement has always been very important to Ron. He has proudly served as an executive member with the local Community Foundation, Chamber of Commerce and Shrine Club. He believes there is no greater return than the one received from investing in your community.
Max Lehmann CFP®, RRC, BA
Max joined IG Wealth Management in 2014, and joined the Todd team in 2023. With over 10 years of experience in the industry, Max helps clients with their business succession planning and estate and legacy strategies, and he offers complex risk management advice. Max is a CERTIFIED FINANCIAL PLANNER® professional and Registered Retirement Consultant®.
Max graduated from Wilfrid Laurier University in 2011 with a Major in Mathematics.
Max sits as a Board member for the Charitable organization E3 Community Services that focuses on supporting people of all ages with developmental disabilities in the South Georgian Bay area.
Max grew up and lives in Collingwood with his Spouse Brianna, and enjoy swimming, skiing, soccer, and hiking.