14 December, 2018 Special Reports and Newsletters

Understanding TFSA’s

A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool....

20 November, 2018 Special Reports and Newsletters

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room....

6 November, 2018 Special Reports and Newsletters

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a check-up reveal about your net worth?...

26 October, 2018 Financial Planning Special Reports and Newsletters

Long-Term Focus Required in Light of Market Downturns

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. Mixed corporate earnings and weak housing data fueled concerns that rising prices driven by the U.S.-China...

24 October, 2018 Special Reports and Newsletters

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....

19 October, 2018

Quarterly Program Commentary: Looking Beyond the Noise

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, discusses how trade wars, interest rates and monetary policies are affecting Canadian and international markets. He also speaks to “market noise” and why recent downturns are a si...

5 October, 2018

Introducing Alternative Investments

Managing volatility is important for all investors, but for those who have accumulated significant wealth, capital preservation is key....

4 October, 2018 Financial Planning Investment Services

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owners are not succeeding when it comes to succession planning....

24 September, 2018 Estate Planning

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important....

7 August, 2018

Quarterly Program Commentary: Value and the U.S.

Quarterly Program Commentary: Value and the U.S....