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Peter Hodgson
Karen Burland
Jordan Koether
Julie Sheehan
Laura Behan

Tel: 705-446-2424
Toll Free: 1 800-500-8038

Address

115 Hurontario Street, Fourth Floor
Collingwood, ON
L9Y 2L9
Map

Other Locations

BMO Branch | Collingwood
25 Huron St
Collingwood, ON
L9Y 1C3

BMO Branch | Meaford
26 N Sykes St
Meaford, ON
N4L 1V7

While our office is closed to the public due to the COVID-19 pandemic, we are still here for you! If you are looking for a customized wealth management plan created by seasoned professionals, please contact us for a private consultation by phone at 705-446-2424 or toll free at 1-800-500-8038.
 

About Us

The Hodgson Group provides a client centered approach to wealth management. Our team has over 90 years of combined financial service experience which includes the areas of investment and pension management, insurance, and banking. Our team has extensive background in international business and has held progressively senior roles in businesses, including in the position of CEO.

Our Focus

Our practice is focused on being the guardian of your net worth. By addressing the cornerstones of wealth management we create a well thought out plan that provides our clients, and their families, the confidence to face their future and tackle their financial goals.
 

Our Specialties

• Financial, Estate, and Strategic Planning
• Portfolio Construction
• Portfolio Management
• Manager Selection and Review

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 expereinced, 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 wih 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.