Doug Hodgins, R.F.P., CFP, B.Comm., BA
To help my clients attain financial independence and the freedom to live a quality lifestyle of their choice.
Senior Financial Planner (completed Certified Financial Planner Examination in 1996)
BCom, CFP, R.F.P., BA (P.E.)
Ideal Clients: Motivated clients who aspire to be financially independent
Maybe you’ve heard folks from the prairies say that there is something special about other folks from the prairies? Doug talks about it, too, listing what he calls “small town values”: loyalty, unpretentiousness, straightforwardness, “work until the work is done,” the supremacy of relationships.
(Doug is from Tisdale, SK, in case you were wondering!)
He believes we can’t survive alone, we have to “pull together” to reach our goals. He asks, “If you are not financially secure, how can you have peace of mind to go ahead with living your life?”
Together, he and his clients build a financial blueprint for the future, and then they respond to real life issues that disrupt the plan, solve the problems together, revise the plan… Regular adaptation is the real challenge and value in the service!
His jazz piano studies keep him thinking hard, and his golf and squash games keep him exercising hard!
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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