Ecivda Financial Planning Boutique

I was so very impressed with Natalie’s efficiency and professionalism in the matters that we discussed, having just received the letter advising me of changes to our previous financial advisor.She was very friendly and by the end of the afternoon had everything in place that I had asked to have done for my husband and I.I felt it was important to tell her how wonderful her work ethic was and unfortunately peeps that I have dealt with have changed to not dealing with you as promptly as they should so it was very rewarding to deal with someone that had my work ethic that I had until my retirement.One day to get done what I had previously asked to have done and it wasn’t.I am very happy to let you know your wishes will be met with Natalie and I am happy to share my experience with all of you. Thank you

I recently had difficulty obtaining disability insurances, doing business with another insurance broker. I was so lucky that I met Shawn, who literally saved me! He put a highly professional strategy in place, which resulted in me being able to be finally covered. He explained every steps to me in a clear and simple way, which helped me feel safe and in good hands. He is very knowledgeable and personable and it is obvious that he cares for his clients. His team is very welcoming and professional. I highly recommend Ecivda.

Everyone ar Ecivda always goes the extra mile to help me understand my financial position and have built my investment portfolio around my lifestyle, risk factor, and money growth goals. They were always available to guide me and patiently explain to me on numerous occasions some concepts I had trouble understanding. They are always very responsive to my questions. I feel very secure knowing they have my best interest at heart and have my back.

I switched our investments over to Ecivda in Late 2015 after what I considered dismal support from our previous financial planner. I had known Shawn for years and knew he would be a moral, upright and honest person to entrust my retirement investment needs to. Certainly, being a Certified Financial Planner and tailoring my portfolio to my retirement and estate planning needs for Karen and I, was important. The smallest things like getting summarized quarterly reports from Shawn is important to us. I highly recommend Ecivda Financial Planning.

We have been working with the Ecivda team for a number of years.We have had opportunity to work closely with Mr. Shawn Todd and feel we are well suited to enter our retirement years in good stead with the guidance of Shawn and the entire team. We have no hesitation in recommending our family and friends to work with Ecivda.

I am very pleased with the service I get when we see Shawn. My parents have been going to Shawn for a couple of years, they highly recommended my husband and I speak with him. I am so glad we did. He’s knowledgeable, insightful and constructive. Shawn treats you with respect, and has no problem explaining things in simple terms for a deeper understanding. He will craft a financial plan with care to best suit your lifestyle. I definitely recommend Ecivda if you are looking for someone who is personable and will guide you in the right direction.Also, his receptionist Jackie is wonderful. She goes above and beyond to ensure you are satisfied with your service at Ecivda. Thank you Shawn and Jackie!!

Shawn Todd and his team are very focused on delivering exceptional customer service. I love his attention-to-detail in financial planning and his desire to understand fully what speaks to his client's heart and mind in terms of investment strategy, risk tolerance and outcomes. Shawn is a business person who understands the value of holding a solid relationship with his client. He is adept at building trust through the delivery of consistent and reliable service and communication and it is this foundation of trust that helps Shawn's clients rely upon his guidance during times of market volatility. Well done Shawn and team, and please know that I would not hesitate to recommend you!

I have just recently moved my portfolio over to Shawn and his team. I am very impressed with their responsiveness. All my questions/inquiries are handled quickly. I am looking forward to a long and profitable relationship.

The entire team has been A+ since I initially reached out last year. I wanted to work with an established, reputable company that could support my mother as she transitioned into retirement. Shawn is so dynamic at his job! He came up with a great plan for my mom, who is not overly knowledgeable and confident with her finances. The plan was very comprehensive and gave my mom (and myself) tremendous confidence over her finances. His team took the time to walk my mom through every step of the way and did it in such a way that was clear and simple to understand. The whole team is very transparent and touches base often. It's the little things that matter to me and this company does it all. I highly recommend Ecivda if you're looking for financial planning. You'll be really glad you made the right decision!

We have been with Shawn and his team for over 8 years. I can honestly say, I have never seen better communication from a service in my life. They always get back to you promptly and work with you and your comfort area with zero pressure. Much appreciated honesty with integrity. Thanks Shawn