Services

 

Investing money to help fund your goals for life is a highly tailored experience. We believe in the perfect balance of integrated wealth management services with flexible, personalized advice to fit your needs no matter where you are in life. We’ll work with you to get you where you want to go in a way that works best for you.

Portfolio Management

Portfolio Management

Provide a portfolio that meets your investment objectives to help achieve your target returns.

Retirement Income

Retirement Income

Plan ahead for your retirement income needs so you can retire with confidence, no matter your starting point.

Wealth Transfer

Wealth Transfer

Whether you are preparing to pass on your wealth or getting ready to inherit, get wealth transfer advice that works for you and your family. Learn more.

father and son
Institution

Estate Planning

Establish a financial legacy, take care of your loved
ones, and contribute to causes important to you.

dollar report

Tax Planning

Make sure you’re managing the tax impact of your financial strategies with smart, proactive advice.

happy family together
happy family
Give

Charitable Giving

Contribute to the causes that matter to you with a
charitable giving plan.

stormy thoughts

Risk Management

Unexpected events can knock your financial plans off course. Protect your future and meet your goals with the right amounts and types of insurance for your needs.

Man using phone

As a certified Responsible Investment Specialist (RIS), Patrick is held to the standards and principles of the Responsible Investment Association (RIA).

 

Responsible Investing - Your investments can make a world of difference.

It’s important to us that the companies we invest in on your behalf are good corporate citizens. At Counsel Portfolio Services, our active ownership approach promotes positive ESG (environmental, social and governance) policies at the companies we hold.

WHAT DOES ESG INVOLVE?

ESG is a rapidly growing area of focus in the investment community. It encompasses all of the major factors that determine whether a corporation is acting ethically and responsibly towards individuals, society and the world. 

 Environmental

Includes activities or negligence that result in harmful effects on the natural environment. Issues include hazardous waste, carbon emissions, energy consumption, water management and protection of habitats.

 Social

Situations that affect the welfare of a company’s employees, customers or suppliers are identified. Issues include employee safety, labour rights, conditions of workplaces where supplies are sourced, how communities are impacted and how consumer relations are managed.

 Governance

Assessing governance involves whether or not a company operates in a responsible manner. Issues include independence of its board, executive compensation reflecting shareholder interest, anti-corruption measures, and proper accounting and audit practices.

HAVING THE BEST OF BOTH WORLDS 

You want an investment portfolio designed to reach your financial objectives and life goals. As a member of the larger community, you want to invest in companies that are held accountable to certain ethical standards. 
Our active ownership approach gives you the best of both worlds. We have the freedom to seek investment opportunities, wherever they may be while influencing ESG practices of companies at home and globally.

EXCLUSION OF CONTROVERSIAL WEAPONS

As part of the commitment by the broader IGM Financial group of companies, Counsel Portfolio Services has added controversial weapons as exclusions under our Responsible Investing Policy. Counsel will not knowingly invest in companies involved in the production, use or distribution of anti-personnel land mines or cluster munitions as part of this commitment to the Anti-Personnel Landmines Convention and the Convention on Cluster Munitions, as well as international efforts aimed at addressing humanitarian concerns surrounding the use of these weapons. We have engaged an independent third-party research provider to regularly supply us with a list of companies which are flagged for their involvement in cluster munitions or anti-personnel land mines.

Download Our Approach to ESG

 

 

 

Get started today

Work With Our Team

Find out what we can do for you.
There are no obligations, just possibilities.

Start a conversation