Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
1 November, 2021
In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, reminds investors that staying focused on their investment ...
5 July, 2021
When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice.
11 June, 2021
Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind
Personal Financial Planner
Listen to insights from our market specialists