Doug Hodgins

Doug Hodgins

BCom, CFP®, BA
Senior Financial Planner
Assante Financial Management Ltd.

Doug Hodgins is guided by the small town values he learned growing up in Saskatchewan: loyalty, unpretentiousness, straightforwardness, “working until the work is done,” and valuing relationships.

He works with his clients to build their financial blueprint for the future. The goal is to achieve financial independence and the freedom to live a quality lifestyle. When real life issues disrupt the plan, they solve the problems together and revise the plan. Doug sees regular adaptation as the real challenge . . . and the value in the service!

Doug’s areas of service are: financial planning, investment planning, tax planning, will and estate planning, retirement planning, and leveraged investment strategies.

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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