1 November, 2019

The Human Dimension of Advice

The ads are everywhere: invest online and cut out the middleman. Yet, an overwhelming majority of Canadians believe that financial advisors have a positive impact on their clients, their families and their futures. In a recent poll of 500 Canadians who...

29 October, 2019 Special Reports and Newsletters

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. ...

10 October, 2019 Special Reports and Newsletters

Our Perspective - This Is Not Our First Rodeo

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the volatility of the past quarter, and points out that despite the fact that the quarter ended near record highs, we heard a lot of “noise” from the media....

25 September, 2019 Estate planning

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand....

11 July, 2019

Our Perspective – Tune Out the Noise

In this client-friendly video, Rana discusses the recent market volatility and puts it into historical perspective. He explains what happened and what Counsel is doing to reduce the impact to investors....

11 July, 2019 Special Reports and Newsletters

Long-Term Focus Required

Markets stabilized today after yesterday’s sell-off in U.S. equities left the S&P 500 Index down -3.1%, with losses in 13 of the last 14 days....

11 July, 2019

We're Enhancing Your Online Experience

Watch this video to learn about the exciting features coming soon to your new Personal Financial Website!

11 July, 2019 Portfolio Management Wealth Management

Our Perspective – Making Sense of What’s Going On

In six minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses what's been happening in the markets, and explains what Counsel is doing to reduce the impact of short term volatility. Rana puts it all into perspective, and reminds us t...

11 July, 2019

Our Perspective – Certainties and Uncertainties

In under 5 minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses the uncertainties we’ve been experiencing in the markets, and highlights some certainties we can feel good about. He also explains how Counsel is positioning their por...

11 July, 2019 Portfolio Management Special Reports and Newsletters

Bank of Canada Holds Rates Steady at 1.5%

Bank of Canada Holds Rates Steady at 1.5%...