Our Team

Todd Roberts B.Com, CDPMVice President 

Todd Roberts

Mr. Roberts has over 20 years of business experience in various roles including operations, sales, marketing, HR and strategy.  He was a licensed financial advisor in the 1990s and returned to insurance in 2005.

With a focus on professionals and small business owners, Mr. Roberts assists his clients with their insurance and financial planning needs.  He focuses on disability, critical illness and life insurance coverages to address personal and corporate requirements. He was a benefits administrator for seven years, and brings that experience to bear in designing and servicing benefits plans for smaller employers.

Mr. Roberts holds a Bachelor of Commerce Degree in HR and Strategy from McGill University.  He is a certified Dental Practice Manager, having completed the CDPM program at University of Toronto, faculty of Dentistry in 2015. He has completed two of the four courses for the Certified Health Specialist (CHS) designation and two of the five Certified Financial Planner (CFP) courses.

Mr. Roberts is a partner in CAPCORP, a leading independent Canadian financial planning firm.  He is a member of Advocis, the Financial Advisors Association of Canada and a member of CALU - the Conference for Advanced Life Underwriting - having served on the Government Relations and the Membership and Communications committees.

Mr. Roberts is married and has two school-aged children.  When not at work he is usually spending time with family, playing golf or tennis, running, cooking or travelling.


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In The News

  • May 12, 2017

    Is HealthPlus right for you?

      HealthPlus is a Private Health Services Plan. Used by thousands of small business owners across Canada, a PHSP enables the business to deduct 100% of the family’s health and dental expenses incurred by themselves and their employees as a business expense. One of the great benefits of our plan is that it gives you…


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