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Peter Hodgson
Karen Burland
Julie Sheehan

Tel: 705-446-2424


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

Our Philosophy

We offer an uncommon combination of breadth and depth of experience, global perspective, and quality credentials with a commitment to excellence and integrity.

We believe that you need a sound, thought out plan created by experienced, qualified advisors with integrity. In turn, this will help you to achieve peace of mind and contribute more to your family and community.

Our practice is focused on being the guardian of your net worth addressing the cornerstones of wealth management. We work with you to create a customized plan to protect you from the eroders of wealth. From this solid base we implement sound strategies for the intelligent growth of net worth for the long run.