Bringing over 15 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.
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.
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.
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.