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You want what is best for your family.

We want you to achieve financial freedom.

Let’s Get There Together.

 


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You want what is best for your business and employees.

We want to help you achieve your business goals in the best way possible.

Let’s Get There Together.


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You Want to Retire Comfortably.

We want you to achieve financial freedom.

Let’s Get There Together.


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You want to see your business succeed beyond you.

We want you to do this with a plan behind you.

Let’s Get There Together.


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Why Us?

We are dedicated to building long-term relationships with clients by supporting, educating, and providing informed direction to each and every one of you.

 

What we do

We provide insurance and financial services to families and businesses.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to learn about you. We will present an analysis and discuss our recommendations. Together, we will implement the recommendations and monitor your progress. Let’s get there together.

 

Who we do it for

Who we do it for:

For over 45 years, Hodson Financial has supported families and owner-operator businesses and their employees. We welcome the opportunity to do the same for you.

 

How we do it

Hodson Financial comes into people’s lives in times of transition, and remains with clients for the long-term. Whether it is a growing family, a business going through change, or someone starting their investment journey. We work with people to protect and support them, bringing more to the table than financial gain. We are in this business for the personal connections we make with our clients; we are in it to make our clients’ lives better as their trusted partner. We are in it together, to get our clients to wherever makes sense next. The first step is getting to know you. Let’s Get There Together.

Let’s get there together


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Our services

We are dedicated to providing investment management, strategic wealth and risk planning to our clients. Simply put, we strive to be our client’s trusted financial security advisor.

Responsive:: Acadia: Grid Services

 

Process

A strong planning process is the best way to create a more financially secure plan. As a firm, our focus is to understand your goals and develop a plan to reach them.

 

Investments

Investments can play a key role in your financial security plan.

 

Insurance

Insurance is essential to any comprehensive financial security plan.

 

Business Planning

As a business owner, managing group benefits plans and group retirement plans can be a time consuming task. We help educate business owners on what specific plans will best suit their needs.

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Our Team

Learn more about our amazing team of professionals.

Gerald (Gerry) Hodson

Financial Security Advisor

CLU

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Gerald (Gerry) Hodson

Gerry joined London Life on June 1, 1970 after graduating from the University of Manitoba with a Bachelor of Arts.

After 6 years as an advisor, Gerry went into management. As a manager, he hired many successful agents and built a thriving sales staff. Gerry left management to start to build his financial practice as an advisor in 1990.

Gerry has qualified for MDRT every year since he made the decision to leave management and focus on advising. Gerry is recognized for his ability to present simple, effective, and practical concepts to clients.

Gerry is married to Lynne Ransby. He has two children, Kristen and Kevin, and is the proud grandpa of Paige, Logan, Kaitlin, Noah, and Maija.

He has spoken to many local associations, sales congresses, and Advocis schools. He addressed the 1993 annual Advocis meeting in Toronto, and he was the first sales representative to speak to the entire 1600 head office employees of his company.

Most importantly, Gerry genuinely cares about each of his clients. He does not segregate his clients, but views them all as equally important. Gerry is an advocate for client-first mentality, and demonstrates this in his practice on a daily basis.

Bio

Pat Hodson

Marketing Associate

ACS

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Pat Hodson

Pat joined the London Life General Sales Office after graduating from Red River Community College in 1980. She has obtained her Associate, Customer Service designation through the Life Operations Management Association and has over 35 years in the financial services industry.

Pat is married to her husband, Barry Hodson. They have one son, Brad. Pat is active in a number of charities in the community.

Bio
Photo of team member

Bob Macgregor

Certified Financial Planner®

B.Comm, CFP®

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Bob Macgregor

Bob enjoys working as part of a team with his clients within Hodson Financial. Bob’s easy-going, client focused approach to financial planning has helped build strong relationships with his clients which are founded on confidence and trust. Education is essential in Bob’s process, while developing a comprehensive financial plan with his clients.

Bob is an IH Asper grad with honours in finance and has recently completed his CFP® designation.  Bob joined Freedom 55 Financial in 2009 and has recently merged his business with Hodson Financial Inc.  Bob is a member in good standing with Advocis since 2009.

Bio

Resources

We've got the resources to keep you informed.

 

Calculator Library

 

Useful Websites

 

Client Access

Contact us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
Let’s get there together

 

Gerald (Gerry) Hodson
Financial Security Advisor

Phone: 204-489-1012, ext. 305
Fax: 204-489-1035

Email: gerry.hodson@f55f.com

Pat Hodson
Marketing Associate

Phone: (204) 489-1012 ext 372
Fax: (204) 489-1035

Email: patricia.hodson@f55f.com

Address:

124 Nature Park Way, Winnipeg, MB, R3P0X7

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The Canada Life Assurance Company is a financial services firm in Quebec.

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