The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Doug Hodgins, R.F.P., CFP, B.Comm., BA

Financial Advisor

Primary Role

To help my clients attain financial independence and the freedom to live a quality lifestyle of their choice.

Fast Facts

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!

Recent Posts

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....

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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....

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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....

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Doug Hodgins R.F.P., CFP, B.Comm., BA

Financial Advisor

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

800-650 West Georgia St.
Vancouver, BC
V6B 4N8 Canada