The Coolican Hodgson Wealth Advisory Group provides a client centered approach to wealth management. Our team has over 128 years of combined financial services experience which spans the areas of accounting, investment management, pension investments, insurance and banking. We offer an uncommon combination of breadth and depth of experience, global perspective, and quality credentials with a commitment to excellence and integrity.
We believe that you need a sound, thought out plan created by experienced, qualified advisors with integrity. In turn, this will help you to achieve peace of mind and contribute more to your family and community. Our practice is focused on being the guardian of your net worth addressing the cornerstones of wealth management. We work with you to create a customized plan to protect you from the eroders of wealth. From this solid base we implement sound strategies for the intelligent growth of net worth for the long run.
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BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltée provide this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual’s particular position should be obtained. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltée are indirect subsidiaries of Bank of Montreal and Member-Canadian Investor Protection Fund. “BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under license. “Nesbitt Burns” is a registered trademark of BMO Nesbitt Burns Corporation Limited, used under license.