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Bringing over 15 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

The Keizer-Nicholson Team

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.

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The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.

Learn how we can help you!
 
  • We are very pleased with how you are able to guide us to make decisions for ourselves that meet our current needs with what we are able to expend. We can be guaranteed that every visit you have a pad of paper and a pen prepared to visually explain what options are available for investments, insurance, etc. This certainly aids us to visualize what options are the best for our current situation.

    - Mike and Jen
 
  • As always, we are more than happy and willing to refer other people your way. First off, for the simple reasons that you know us and it is easy to talk with you one on one. At the beginning of every appointment, you sit and discuss our personal lives. It makes us feel very comfortable and makes us feel that you are personally invested in what makes us individuals rather than being interested solely in our financial portfolio.

    - Mike and Jen