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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

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Managing Your Wealth
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Education and Knowledge
Federal Budget Highlights and Analysis
High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist
Registered Retirement Income Funds
Selecting the right retirement income option for your Registered Retirement Savings Plan (RRSP) is one of the most important financial and estate planning decisions you’ll make. Click to read on about how you can benefit from an RRSP.
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.
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
By J. Peter Hodgson
Your Wealth: Be Active When You Are Passive
A look at Index investing.
Your Wealth: $$$$
To Win, First Do Not Lose
Why financial planning is always a starting point to financial success.
Spring Cleaning from a Financial Point of View
Open to the Closed
A guide to opportunities in closed-end funds.
Make Your Money Work For You
A guide to fees.
Finding A World Class Advisor
Behavioural Finance
Keeping your emotions in check.
A Bird in the Hand...
Why dividends are important.