10 February, 2021 Total Client Experience

Paul’s “Do’s” and “Do Nots” of Tax Planning

It’s that time of year- gathering receipts and waiting for tax documents to arrive in the mail, so we can file our tax refund before the end of April. Are you ready for it this year? Hopefully my list of Do’s and Do Not’s will assist your better prep...

10 February, 2021 Total Client Experience

How Your Natural Biases Can Ruin Your Portfolio Returns

Traditional finance assumes that investors always make perfectly rational decisions based on all available information. Behavioral finance, on the other hand, recognizes that as a result of our limited cognitive abilities (cognitive biases)...

10 February, 2021 Total Client Experience

Why Experts Predictions Fail and Why We Believe Them Anyways

Research has found that the bigger the media profile of the “expert” the less accurate are their predictions. Those who are the most confident and deliver the best sound bites and compelling stories are actually most likely to be wrong...

10 February, 2021 Financial Planning

TFSA & RRSP 2021

Long or short-term goals play a big part in deciding which savings tools you should use. Find out if a TFSA or an RRSP or a combination of both are the better fit for your financial needs....

02 February, 2021 Financial Planning

Money Facts 2021

Tax rates and saving contribution limits change year on year. This quick guide outlines contribution limits for RRSPs & TFSAs and more....

01 February, 2021

FOMO, GameStop and the Reddit Bubble

In his latest letter, Counsel Portfolio Services CIO, Corrado Tiralongo, discusses GameStop, Reddit and the role that FOMO plays in the recent volatility we’ve seen in the markets....

20 January, 2021 Financial Planning

Money Dates 2021

Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide....

15 January, 2021 Financial Planning

Financial Planning for the Unexpected (and Expected)

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities. For some, this meant tightening budgets or postponing big-ticket purchases....

14 January, 2021

Our Perspective – Reflecting on 2020

In this four-minute video, Counsel’s Chief Investment Strategist Rana Chauhan recaps the year that was while looking ahead to 2021. He outlines several key points that investors should consider when making their investment decisions....

30 November, 2020

Has the pandemic changed your financial priorities?

If there’s one thing this year has shown, it’s how life can change on a dime. In a recent poll, we found that COVID-19 has left many Canadians revaluating their financial priorities....