3 December, 2019 Total Client Experience

How Do You View Wealth & Poverty?

It is interesting how different people look at wealth and poverty in different ways. I have had several clients who have an income well above average, some are in fact in the top 1% of all income earners. Despite their substantial income, some don’t...

20 November, 2019 Retirement

Simple RRSP Strategies

RRSPs are a great tool for retirement planning. Check out our e-book and learn more, including a few simple strategies that can help you take advantage of your contributions....

19 November, 2019 Financial Planning Investment Services Wealth Management

Buying Pot Stocks & Lessons Learned

It’s been just over one year since the legalization of marijuana in Canada and I’m not sure how many times during the past year I’ve been asked by a client if they should buy pot stocks. In many ways it reminds me of the Bitcoin frenzy two years ago....

29 October, 2019 Special Reports and Newsletters

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. ...

25 October, 2019

You are Worried About the Wrong Estate Planning Problems

What issues concern you most about your estate? Perhaps it is avoiding taxes and probate fees. Perhaps you are worried about how financial markets could affect your legacy. For others, it may be selecting the right executor, trustee or guardian. It’s...

10 October, 2019 Special Reports and Newsletters

Our Perspective - This Is Not Our First Rodeo

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the volatility of the past quarter, and points out that despite the fact that the quarter ended near record highs, we heard a lot of “noise” from the media....

10 October, 2019 Total Client Experience

Stock Market Corrections – 7 Things You Should Know

With all the media talk of stock market corrections, I thought a reality check would be in order. Here are 7 facts about market corrections that you may not be aware of....

3 October, 2019 Total Client Experience

We Won the Lottery of Life

I recently walked into the Loblaws close to my house and stopped just inside the front entrance to gaze at the approx. 40,000 plus wonderful food items from all over the world, that I could take home. It struck me how incredibly fortunate we are to have...

25 September, 2019 Estate planning

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand....

17 September, 2019

Too Many Chef’s in the Kitchen!

What would be the likely result if you had an important legal issue and hired three separate lawyers? Assume the lawyers don’t know each other, don’t communicate with each other and don’t coordinate their strategy....