Ted Twohey, CFP®

Investment Advisor

Ted Twohey has been in the financial industry for 19 years. He entered into partnership with Investment Planning Counsel in November 2008. Ted is a well known and respected Financial Planner in the Durham area.

Ted takes a comprehensive and personalized approach to managing the financial planning needs of his clients in order to allow them to achieve their goals and realize their dreams. He is committed to growing each client's net worth by providing objective advice for their overall financial planning needs – from borrowing, to investing to retirement planning.

Ted obtained his Bachelor of Commerce from Concordia University in 1995. He also holds his Certified Financial Planner (CFP®), Mortgage Agent Licence (M09000123)*, Life Licence Qualification Program (LLQP) designations and has successfully completed Professional Financial Planning (PFPC) and Canadian Securities Course (CSC).

In his spare time, Ted enjoys participating and being an active member of the Lindsay Rugby Club. Ted and his wife Tracey, have been life long Lindsay residents and have two kids.

*Mortgage Broker services provided by Mortgage Intelligence (Lic.#: ON 10428 | SK 315857).

 

Insurance products available through Edward Gregory Twohey