Richard Todd
Vice President, Business Development at Dynamic
Based in Toronto, Canada
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Seniority
Vp
Department
Sales & Business Development
Location
Toronto
Industry
Financial Services
Company size
501 to 1000
Contact information
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r•••••••@dynamic.ca
Phone
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Background
About Richard Todd
For over 10 years I have partnered with the top financial advisors across Ontario. I have the unique ability to create authentic relationships in a short period of time. I help advisors optimize their business; increase assets under management; and solve for more dimensions of risk both inside and outside their investment portfolios. My personalized and inclusive approach is based on three pillars: Strategy, Structure and Support. I create value with this process and it leads to the best possible outcomes and service for our clients. I help financial advisors by acting as a sounding board, idea generator, trusted consultant and analyst in collaboration with our portfolio management teams. I also specialize in marketing, blog creation, newsletters and AI Tools - all things that I can help you build for your practice. I am an enthusiast for going above and beyond in life. I love to travel, scuba dive with sharks, climb active volcanos, golf, race triathlons and love to eat among many other interests. If you need to reach me - please email me at rtodd@dynamic.ca
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