Our Team

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

Gerry Hodson

Financial Security Advisor

CLU

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Bob Macgregor

Certified Financial Planner®

B.Comm, CFP®

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Ryan O’Donnell

Certified Financial Planner®

B.Comm, CFP®

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Zach Johnston

Financial Security Advisor

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Chelsea Daly

Office Manager & Marketing Assistant

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Pat Hodson

Marketing Associate (Retired)

ACS

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building bridges to financial freedom