Skip Navigation

Contact Us

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

Page Banner
Managing Your Wealth
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
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.