SERVICES - Pre-Retirees & Retirees

Security, Confidence, Peace of Mind

Approaching retirement can be both exciting and daunting. That's why we give you personalized solutions catered to your unique needs and goals, ensuring that you enjoy the freedom and stability that comes with a solid retirement plan.

Financial Stability & Independence

Transparent & Objective Advice

Our advice is objective and in our clients' best interests. We believe that transparency is key to building trust with our clients. We provide clear and concise information about our fees, investment strategies, and performance results. Our clients have access to their investment accounts and receive regular reports that detail their performance and provide insights into their portfolios.

Generating Income In Retirement

We have a proven track record of helping retirees generate consistent income in retirement. Our disciplined investment approach is designed to minimize risk while providing stable and reliable returns. We work closely with our clients to understand their unique needs and goals and develop customized solutions that are tailored to their individual circumstances.

Stable and Consistent Results

We understand that our clients expect stable and consistent investment results. We achieve this through a disciplined investment approach that is grounded in research and data analysis. Our investment strategies are designed to help our clients achieve their long-term financial goals while minimizing risk.

Transitioning to retirement with confidence

" We would highly recommend Ross Hodgson and his team to help you with your retirement goals. We were looking for someone who was honest, knowledgeable and dedicated, and could help us plan for our retirement, protect and grow our investments, and buy an international vacation property. Ross helped us and our family transition to retirement with confidence. He and his team made themselves accessible, and were always available to answer our questions. Since working with Ross, we have been able to generate stable returns and protect our assets even in difficult markets. We feel like our investments are safe, and we’re confident in our financial future for ourselves and our family. We are now enjoying the retirement we’ve dreamed about, spending winters outside of Canada."

- J.C. & F.C., recently retired

Communication and Accessibility

Communication is essential to a successful wealth management relationship. We take the time to get to know our clients and understand their unique financial goals and objectives. We provide regular updates on their investments, market conditions, and economic trends that may impact their portfolios. Our team is always available to answer any questions and provide guidance on any financial matter.

Freedom & Independence

You can enjoy the happiness and security that comes with knowing you have a sound financial plan in place. Our goal is to help you achieve the peace of mind you deserve, so you can focus on the things that matter most to you in life and enjoy a fulfilling retirement. We pride ourselves on our commitment to our clients. We work tirelessly to help you achieve your financial goals and create a stable, secure future for you and your loved ones.

Experience & Expertise

Our experienced and expert team work closely with you to create a comprehensive financial plan that addresses your specific needs, goals, and concerns. We use a variety of strategies, including investment management, tax planning, and risk management, to help you achieve your objectives and ensure that your retirement income lasts as long as you need it to. Meet our Team

PRE-RETIREES & RETIREES