27 July, 2022 Total Client Experience

When Will It Be Over? And Other Portfolio Thoughts

Everyone wants a portfolio silver bullet, that magical strategy or investment that will not drop during volatile markets and earn a healthy profit....

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice....

22 July, 2022 Total Client Experience

How to save $2,000,000 in Taxes with Planning

How can I get better portfolio returns? It’s the driving question for most who wish to create more wealth and a better life for themselves. What could be more important to creating more wealth than better portfolio returns?...

21 July, 2022

A Rough First Half

In his mid-year update, Wayne Gillespie provides his perspectives on a tough period for investors as high inflation continues to weigh on global markets....

14 July, 2022

The Knock-On Effects of Inflation

In his Q2 update, Rana Chauhan, Counsel’s Chief Investment Strategist, says while its natural for investors to anxious about inflation, with Central Banks taking aggressive action and demand beginning to slow, investors need to be rational and focus...

08 July, 2022

Slamming on the Brakes on Inflation

Persistent inflation pressures have prompted global central banks to accelerate their plans, and we now anticipate the most aggressive and synchronized global tightening cycle since the early 1980s....

28 June, 2022 Estate planning

Estate Planning: Transferring Your Estate

Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries....

08 June, 2022

Estate Planning: First Steps

Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions on how you would like your estate affairs managed and assets distributed....

03 June, 2022 Total Client Experience

What Might Happen Next?

It’s not fun to look at your portfolio statement during normal market downturns like we are experiencing now. When will it end? I have no insider information about when things will turn around,...

26 May, 2022

Market Headwinds Ahead

Twelve months ago, the narrative was that we were heading into another “Roaring 1920s”, with the global economy set to see years of high growth as it emerged from the pandemic. What a difference a year makes; the narrative has now flipped as concerns...