Todd A. Herzog
Director, Family Office Services
| e: therzog@waterstreet.ca | t: 416.865.6113 |
Bachelor of Arts, The University of Western Ontario
Bachelor of Commerce, University of Windsor
Chartered Accountant (CA)
Trust & Estate Practitioner (TEP)
Canadian Securities Institute (Canadian Securities Course)
Canadian Securities Institute (Conduct & Practices Handbook)
Canadian Securities Institute (Partners, Directors & Officers)
Canadian Securities Institute (Canadian Investment Manager - CIM)
Canadian Institute of Chartered Accountants (Wealth Preservation Tax Course - Advanced Tax Issues for the Owner-Managed Business)
Todd joined the Firm in 2010, after 19 years with Scotiabank, during which he was an Investment Executive with ScotiaMcLeod; National Tax Manager with Scotiatrust; and for the past six years, Managing Director of the Financial & Estate Planning group with Scotiabank Wealth Management. Prior to joining Scotiabank, Todd practiced public accounting and was a partner with a large Toronto CA firm. He also founded and operated a retail store.
Todd and his wife, Carol, live in Thornhill, and very much enjoy when their three children visit. A two-time cancer survivor, Todd is a volunteer member of The Princess Margaret Hospital`s Weekend to End Women`s Cancers Cabinet. In addition to spending time with his family, Todd enjoys yoga, rowing, gardening, and painting.