01 October, 2020

We’re Enhancing Your Online Experience

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

01 October, 2020 Special Reports and Newsletters

Introducing IPC Essentials

IPC Essentials are skilfully crafted from a selection of cost-effective ETFs, with features not usually found in lower-cost investments such as built-in strategies aimed at reducing the impact of volatile markets and currency fluctuations. These lowe...

01 October, 2020 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....

01 October, 2020 Retirement

Retirement Income Planning 2018

If asked how to best prepare for their financial needs in their retirement years, some Canadians would insist that it simply entails putting away as much money as possible—saving. What their answer is missing, is that retirement income planning takes...

01 October, 2020 Special Reports and Newsletters

Special Report: North Korea

The antagonistic exchange between the leaders of North Korea and the U.S. has dominated the news and caused volatility to increase. It’s important to stay above the noise and remain calm at times like this. Find out why....

01 October, 2020

Estate Planning: Transferring Your Estate

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

01 September, 2020 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. ...

02 August, 2020 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....

16 July, 2020 Financial Planning

A New Economy is Emerging

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares reasons for the strong market recovery in Q2, and explains that we are witnessing the emergence of new economy....

27 April, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....