15 March, 2021

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate....

15 March, 2021 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. ...

15 March, 2021 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....

09 March, 2021

Spotlight on Personalized Advice

While some Canadians choose to figure it out on their own, an overwhelming majority believe that financial advisors have a positive impact on their lives, their families, and their futures....

09 March, 2021

Study Highlights Need for Legacy Planning

While COVID-19 has had an immediate financial impact on many Canadians, the uncertainty it has caused has left others eying their legacy....

03 March, 2021

2020 Private Wealth Tax Information Package

Watch this video to learn about what will be included in your 2020 Tax Information Package!...

10 February, 2021 Financial Planning

TFSA & RRSP 2021

Long or short-term goals play a big part in deciding which savings tools you should use. Find out if a TFSA or an RRSP or a combination of both are the better fit for your financial needs....

02 February, 2021 Financial Planning

Money Facts 2021

Tax rates and saving contribution limits change year on year. This quick guide outlines contribution limits for RRSPs & TFSAs and more....

01 February, 2021

FOMO, GameStop and the Reddit Bubble

In his latest letter, Counsel Portfolio Services CIO, Corrado Tiralongo, discusses GameStop, Reddit and the role that FOMO plays in the recent volatility we’ve seen in the markets....

26 January, 2021

A Global Recovery is Underway

In his year-end market recap, Wayne Gillespie, Director & Senior Portfolio Strategist, discusses how the pandemic influenced global markets in 2020 and the reasons behind his positive outlook for 2021.       ...