Todd Yuzdepski, partner at M.Y. Private Wealth, has been a Wealth Advisor since 2007 and is a two-time University graduate. He also earned the designations of Certified Financial Planner (CFP) and the Chartered Investment Manager (CIM), as well as the prestigious Fellow of Canadian Securities Institute (FCSI) designation.
Todd is a retirement specialist who focuses on building personalized investment plans and creating long term relationships with clients. Whether your goal is to create wealth for retirement or leave a legacy later in life, Todd can utilize a broad range of investment and protection strategies to help you along the way.
Todd and his wife Celeste, who is also a partner at M.Y. Private Wealth, call Saskatoon home with their four children.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.