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Peter Hodgson
Karen Burland
Julie Sheehan

Tel: 705-446-2424


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


Seeking advice? Ask for the gold standard.
This article is from the Vancouver Sun's Michael Kane on why investor's should look to the CFA Institute's charterholders for advice.
Your Wealth: Be Active When You Are Passive
A look at Index investing.
A Bird in the Hand...
Why dividends are important.
Make Your Money Work For You
A guide to fees.
Open to the Closed
A guide to opportunities in closed-end funds.
Behavioural Finance
Keeping your emotions in check.
To Win, First Do Not Lose
Why financial planning is always a starting point to financial success.
Finding A World Class Advisor
Your Wealth: $$$$
Your Wealth "Are we there yet"?
Spring Cleaning from a Financial Point of View
Tax Planning Strategies
Federal Budget Review
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.