Putting you first – always
As one of RBC’s premier wealth management firms, our team takes great pride in simplifying the complex world of wealth for our clients with strategic guidance and a long-term view. We offer honest, insightful, and personalized financial advice for affluent families, business owners, and professionals who prefer a customized wealth management experience.
Your wealth guardians
At The Hodgson Koether Wealth Group, we like to think global and act local. With a range of personal and professional experience, spanning varied financial institutions and disciplines within Canada and around the world, we came together with a shared vision: to execute excellence and inspire confidence in your financial life.
Coming from diverse backgrounds, Peter, and Jordan formed a unique partnership, united by a passion for helping their clients succeed.
Peter Hodgson
Jordan Koether
With over 40 years of combined experience, our clients are in capable hands as Tory and Laura assist them through all stages of their wealth management journey.
Tory Bandrowski
Laura Behan
Our commitment
Executing excellence with confidence
Simply put, our team likes to deliver excellent results for our clients. We know that it’s not about what’s easy for us; it’s about what’s best for you and your family.
Putting you and your needs first
Our clients are the cornerstone of our practice; we’ve served some families for over 25 years, earning their trust through hard work and an unwavering commitment to fulfilling their life goals.
Empowering you to make confident financial decisions
We don’t view our process as a one-way street. When it comes to your financial future, we make it our mission to support you as an active steward rather than a passive recipient of your wealth.
Giving you deliberate, thoughtful solutions
We’ve listened to our clients' concerns about their experiences with other advisors, from infrequent touchpoints to being forced into a one-size-fits-all approach. We ensure these experiences never repeat themselves.
Investment solutions
We don’t think product – we think solution
There is no golden ticket to investment success. We customize your portfolio based on the combination of investment solutions that work best for you – never based on the type of product, or financial institution it comes from. Drawing on our team’s global experience, we follow our tried-and-true four-step portfolio approach.
Step 1
Understanding your needs and goals
We take the time to listen and understand where you’re at now and where you want to be in the future. We’ll help you define your tolerance for risk and your investment return expectations. Whatever your circumstances – from financing a business to saving for retirement – we’ll create a financial roadmap that fits your life.
Step 2
Creating your investment strategy
Once we understand your unique financial needs, we create a customized investment strategy with your investment goals and overall financial picture in mind. We help you build a framework that you can understand and have confidence in, and most importantly, one that can withstand the ups and downs of the markets.
Step 3
Building your custom-designed portfolio
With your approved investment strategy as our guide, we select from a range of international stocks, bonds, and alternative investments to offer you a diversified portfolio with specific, well-researched, and well-considered recommendations.
Step 4
Managing your portfolio
When it comes to your portfolio, we don’t set it and forget it. As time passes, and your situation changes, we work with you to ensure that your investment strategy remains current and up to date. We’ll schedule touchpoints to review your portfolio and monitor your progress toward your continued success.
Every time we sit down with our clients, we have a conversation about risk. It builds their confidence in our process – we know what works to ensure repeated success.
Wealth services
Helping you protect what you’ve built
We know that wealth can have many meanings for each individual. Whether you’re planning for retirement or creating a roadmap for the next generation, we seek to understand where you’re at right now and, ultimately, where you want your wealth to take you.
We start by getting to know you beyond finances – your lifestyle, goals, and aspirations – before building a customized wealth plan, leveraging our expertise in the following areas:
Financial, estate, and strategic planning
Bespoke portfolio construction
Discretionary portfolio management
Manager selection and review
Insights
Are you confident in how your wealth is being managed?
Confidence begins with understanding how your wealth works for you. Let us show you.
Email:jordan.koether@rbc.com
Phone:705-444-0251