Shawn Todd
Certified Financial Planner Owner @Ecivda Financial Planning Boutique
Signup · Get unlimited contacts
WORK HISTORY
Certified Financial Planner Owner @Ecivda Financial Planning Boutique
As CEO and Certified Financial Planner at ECIVDA, I help business owners, executives, and professionals build, protect, and transition wealth through comprehensive, tax-efficient strategies. I believe financial planning should go beyond investments, integrating tax optimization, business succession, risk management, and retirement strategies to provide true long-term security.Leading one of Ottawa’s top financial planning firms, I ensure our clients receive strategic, unbiased advice tailored to their unique needs. Our recent rebrand reflects our holistic approach, ensuring every financial decision aligns with a client’s personal and professional goals.My work is about more than numbers—it’s about helping clients make informed, confident decisions. Whether it’s minimizing taxes, planning a seamless business exit, or creating a retirement income strategy, my focus is always on long-term success. Clients trust me to simplify complex financial matters and provide clear, actionable strategies that fit their goals.Leadership & Business GrowthAs CEO, I oversee ECIVDA’s strategic direction, operations, and client experience, ensuring that we continue to set the highest standard for financial planning excellence. Skills & Strengths: Comprehensive Financial Planning – Creating clear, customized roadmaps for success Strategic Decision-Making – Anticipating financial risks and opportunities Problem-Solving & Risk Management – Bringing structure and clarity to complex financial matters Relationship-Driven Leadership – Prioritizing trust, transparency, and long-term client successI’m passionate about client-centric planning, community involvement, and continuously innovating to provide the highest level of service. By blending strategy, creativity, and precision, I help clients turn financial uncertainty into long-term confidence. s••••••••@ecivda.com | 61••••••37
EDUCATION
FPSC - Financial Planning Standards Council
CFP, Financial Planning and Services
Canada Police College - RCMP
Explosives Disposal / Explosives Technician
Ontario Police College
Basic Constable, Law Enforcement, Justice and Criminal Law
Ontario Provincial Police
USRU - Underwater Search and Recovery Training
Infantry School - CFB Gagetown
Officer Training - Infantry, Leadership
Laurentian University/Université Laurentienne
Bachelor's Degree, Law
SKILLS
ABOUT SHAWN TODD
Helping Business Owners & Professionals Turn Success Into Lasting WealthYou’ve built something incredible. But as a business owner or professional, do you have a clear financial strategy?How do you transition from business growth to long-term wealth?What’s your tax-efficient exit strategy—so you keep more of what you’ve built?Are your personal and business finances working together, or are you leaving money on the table?Most successful business owners don’t realize that waiting too long to plan can cost them millions in taxes and missed opportunities.Where I Come InI co-founded ECIVDA Financial Planning Boutique to give professionals, business owners, and high-net-worth individuals a trusted place to turn complexity into clarity. As a CFP® under FP Canada, my expertise covers: Cash Flow & Financial Management – Aligning business and personal wealth Investment & Portfolio Planning – Growing and protecting wealth tax-efficiently Risk Management & Insurance – Ensuring financial security for your family & business Tax & Estate Planning – Keeping more of your wealth for future generations Retirement & Exit Strategies – Helping business owners transition successfullyWhat Drives MeI get energized by solving complex financial puzzles—finding ways to optimize wealth, reduce taxes, and create clarity where there was once confusion.I’m passionate about using technology to help busy entrepreneurs and executives take control of their finances—without the hassle.I don’t believe in cookie-cutter financial advice. My work is built around deep relationships, creativity, and trust—ensuring you get advice that’s truly aligned with your goals.Beyond client work, I’m committed to elevating financial planning: Host of the Mind & Money Podcast (Apple & Spotify, 6+ countries) Founder of the Ottawa CFP Planning Group (Uniting banks, brokers & CFPs for better planning) Financial Thought Leader – Writing articles and speaking on business owner financial strategies.Let’s TalkIf you’re a business owner, executive, or professional who wants to: Take control of your financial future Reduce unnecessary taxes and protect wealth Plan a seamless exit or retirement strategy Ensure your business success translates into long-term personal wealth Provide your business with pension planning, employee benefits or financial planning for your teamLet’s connect. You’ve worked hard to build your success—now let’s make sure your money works just as hard for you. s••••••••@ecivda.com | 61••••••37 work 61••••••55 cell
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.