Skip Navigation

Contact Us

Peter Hodgson
Karen Burland
Julie Sheehan

Tel: 705-446-2424

Address

115 Hurontario Street, 4th floor
Collingwood, ON
L9Y 2L9
Map

Our Process

 
Your family needs a strategic plan for your future. Our process places an emphasis on preserving your current capital and future purchasing power. Your family, personal, financial, business, community and leisure goals and objectives are all considered.

This is done by carefully interviewing you to understand where you want to be (your goals) and where you are now (your situation). A blueprint is provided to give you a roadmap to get from 'here to there'. The cornerstones of wealth management are addressed.

PROTECTION- As the guardians of your net worth, we will work with you and your other advisors, where needed, to provide strategies to manage the major eroders of wealth which may include; inadequate planning, lack of advice, income loss, retirement income, health loss, asset decline, debt, taxation, and litigation.

LEGACY- We work with you to build a road map for the footprint you want to leave. This may encompass education for your family, estate planning, succession strategies for a business, charitable causes or community projects.

GROWTH- Together we consider your time horizon, net worth, occupation, liquidity, comfort level, tax environment and other special circumstances to build an investment policy statement (IPS). This will provide the roadmap for intelligent growth of wealth for the long term.

MONITOR- No situation is static, we will meet regularly with you to stay on top of your current situation. We monitor the policy environment that influence your situation and consult with internal and external experts. We monitor the investment environment utilizing the extensive resources of BMO Nesbitt Burns.

With this solid framework and process we can help you realize the goals you have for you, your family, your business and community.