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Peter Hodgson
Karen Burland
Jordan Koether
Julie Sheehan

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


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

Other Locations

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

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

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. In turn, you will have greater peace of mind and will be better able to contribute more to your family and community.

Our practice is focused on being the guardians of your net worth. We work with you to create a customized plan to protect you from the eroders of wealth. With this strong foundation we implement sound strategies for the intelligent growth of net worth for the long run.