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SPOTTED IN THE NEWS

wayne

31 July, 2020

Slow Recovery Sets Expectations

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, sets expectations for a recovery and discusses key events slowing momentum. He also sheds

our perspective

16 July, 2020

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 witness

way back

8 July, 2020

The Way Back

The Way Back- Read about what is driving the recent surge in the stock market and if it will last

Estate Planning

16 June, 2020

Estate Planning: Transferring Your Estate

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

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Slow Recovery Sets Expectations

Meet our Team


Dan Beyaert, CFP®

Portfolio Manager

Ryan Carrier

Associate Advisor

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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