6 February, 2019 Financial Planning

Money Dates 2019

Stay organized and on top of filing your tax returns. This infographic highlights important deadlines and benefit payment dates to add to your calendar....

30 January, 2019 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....

17 January, 2019

Our Perspective – A Case of Market Flu

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, tackles the causes for the recent market volatility, and points out that there is good news that will help see us through this “market flu”. ...

16 January, 2019 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....

15 January, 2019 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?...

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....

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....

25 September, 2018 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...

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....

6 July, 2018 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...