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SPOTTED IN THE NEWS

Light at the End of the Tunnel

23 October, 2020

Light at the End of the Tunnel

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan examines the catalysts impacting economic recovery and resiliency that the world has s

Tempered Optimism

19 October, 2020

Tempered Optimism

This quarter, Wayne shares how markets continue to react to the COVID-19 news cycle, why tempered optimism is needed, and what we’re doing to ensure liquidity and sa

U S Flag

6 October, 2020

Another Crazy U.S Election- Trump or Biden?

Another Crazy U.S Election- Trump or Biden? Find out watch each candidate might bring to the economy and our investments.

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

Audiocasts

Listen to insights from our market specialists

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Retirement Strategies Class

Register for our Retirement Strategies Class taught through Rockyview Education. The class runs Tuesday evenings for 4 weeks from November 3rd to the 24th. Dan Beyaert will present the class via Zoom and each student receives a pdf workbook.

Course Overview
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Tempered Optimism

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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