Our Team

We want you to achieve financial freedom. Let’s get there together.

Financial Security Advisor

Gerald (Gerry) Hodson

CLU

Read Bio

Marketing Associate

Pat Hodson

ACS

Read Bio

Certified Financial Planner®

Bob Macgregor

B.Comm, CFP®

Read Bio

Financial Security Advisor

Ryan O’Donnell

B.Comm, CFP®

Read Bio

Financial Security Advisor

Zach Johnston

Read Bio

Marketing Assistant

Chelsea Daly

Read Bio

building bridges to financial freedom