Hugh Dodd Investments & Insurance

At our company, we are committed to providing sound, honest, financial advice to our clients. With over 37 years of experience, we have helped countless individuals and families in Ontario achieve their financial goals and build their futures. Our team is dedicated to understanding the unique needs and circumstances of each client, and we take the time to develop personalized financial strategies that address their specific concerns and aspirations.

Meet the Team

Our team is led by Hugh Dodd, CFP, an independent financial and insurance advisor with a passion for helping people make informed decisions about their financial futures. Hugh has been serving Ontario investors since 1983 and has a reputation for providing trusted guidance and expert advice. With his extensive knowledge and experience, Hugh is well-equipped to address a wide range of financial matters, from life insurance and critical illness insurance to retirement planning and investment management.

Services & Solutions

We offer a comprehensive range of financial products and services designed to meet the specific needs of our clients. Whether you're just starting out, approaching retirement, or already retired, we can help you achieve your financial goals with confidence. Our services include:

• Banking Solutions: We partner with Manulife Bank to provide clients with a range of banking products and services, including mortgage options, chequing accounts, and credit cards.
• Retirement Solutions: Our team helps clients plan for a secure retirement by identifying sources of income, developing customized financial plans, and providing ongoing advice and portfolio reviews.
• Investment Solutions: We offer investment management services, helping clients make informed decisions about their investments and providing ongoing guidance and support.

The Value of Advice

In today's fast-paced world, it can be overwhelming to keep up with the constant changes in personal finance. That's why the value of financial advice is moreimportant now than ever before. By partnering with us, you'll gain added confidence in your financial decisions, knowing that you have a trusted advisor to help you navigate life's financial challenges.

Our Process

Our approach is centered on understanding the unique needs and circumstances of each client. We take the time to get to know you, identify your goals and objectives, and develop a personalized financial plan that addresses your specific needs. Our ongoing advice and portfolio review meetings ensure that your plan remains on track and that you're always making informed decisions about your financial future.