Our Financial Planning Approach
A Financial Security Plan Desinged to Meet Your Needs and Goals
There’s a lot to think about and know about when you’re building a financial plan for today and your future.
Most Canadians lack the knowledge and expertise to do it on their own. Hodsman Financial Servies specializes in helping you design and build a comprehensive financial plan for a more successful financial future and retirement.
Where are you now?
Where would you like to be?
What’s really important to you?
No matter where you are in life, we can help you know what the most sitable products and services are for your unique situation and goals. Whether you’re buying a home, saving for a special purchase, investing for a comfortable retirement or insuring what’s most important to you, we can help you plan for it and make it happen.
Our planning process helps us:
Understand what financial security means to you
See where you are now, and how to get you to where you’re going
Help you stay on track
The Four Cornerstones of a Solid Financial Foundation
I’ll help you see the big picture, through four key building blocks.
Estate Planning
What will happen when you die?
I’ll go through some important considerations with you – like the expenses involved, charitable giving and what you want for your family.
Retirement
What will your retirement look like?
I’ll work with you to help build a retirement plan that can give you the income you’ll need after you stop working.
Income Protection
What would happen if you suffered a significant health event or died?
Having life, critical illness or disability insurance can help you, or those you choose, to manage your expenses.
Cash Flow
Would you have enough cash saved if your earnings stopped?
Most Canadians haven’t saved the three to six months’ income experts recommend we set aside for emergencies.
The right solutions for you.
At Hodsman Financial will help you desing a solid financial plan, choose the financial investment and security products that fit best with your personal situation, goals and desires.
Then we will review and monitor your plan regularly, so it works for you today and down the road – wherever that road takes you.
The right solutions for you.
At Hodsman Financial will help you desing a solid financial plan, choose the financial investment and security products that fit best with your personal situation, goals and desires.
Then we will review and monitor your plan regularly, so it works for you today and down the road – wherever that road takes you.
© 2025 Hodsman Financial Services Inc. All rights reserved. 1111 W Georgia St, Vancouver, BC V6E 4M3
Insurance products, including segregated fund policies are offered through Hodsman Financial Servies Inc., and Cameron Hodsman,
Julia Hodsman and offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.