• It’s time to have a risk management review.

    It’s Time to Have a Risk Management Review?

    Unforeseen events could derail your wealth management strategy. Learn the risk factors to consider in your wealth management strategy.

    Learn More
  • Your Future is In Good Hands

    Your Future is In Good Hands

    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

    Book your Appointment Today
  • Family running on the beach

    Take control of Your Retirement Income

    Retirement is too important to leave to chance. Whether you are planning to retire or have already retired, learn the factors that could impact your retirement income.

    Read the full report!
  • Is Retirement closer than you Realized?

    Is Retirement closer than you Realized?

    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

    Don't wait! Contact us today.
Maximizing Opportunities
Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
fancybox-image
Betty Anne Knight and PDoug Hopkins

Sincerely your Investment Planning Counsel Team,
Betty Anne Knight

rss icon

Latest Blog Posts

Get Fiscally Fit for 2014

1 January, 2014

Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

Cure Retirement Anxiety

23 December, 2013

Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

Market Monitor

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

Is it time to have “The Talk”?

Is it Time to have "The Talk" ReportIn this special report, we’ll examine some of the common stumbling blocks families face in planning for death, how to get the conversation started and what to say once you get the topic on the table. Download your report!
 
  • We sleep so much easier knowing that we’ve taken care of all the “what-ifs” and seen how our future could unfold. Now, when the next thing comes up, we can call and just update our plan without having to start worrying again from the beginning.

    - John & Jane Doe
  • We were very fortunate in being introduced to The Reynolds Financial Team 10 years ago. They have demonstrated sound & conservative financial ability. Our Advisor makes regular visits to our home & is readily available by telephone. We highly recommend their services.

    - Jack & Jill Doe