15 April, 2021

Reset | Realign | Rethink

In his Q1 update, Counsel’s Chief Investment Strategist, Rana Chauhan, reflects on the investment challenges of 2020, the companies that benefited from changing consumer behaviours, and the ones that were impacted....

15 March, 2021 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....

15 March, 2021 Estate planning

Estate Planning: Protecting Your Heirs and Beneficiaries

Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them....

15 March, 2021 Estate planning

Estate Planning: First Steps

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan. Whether your assets are big or small, everyone can benefit from a formalized estate plan....

09 March, 2021

Spotlight on Personalized Advice

While some Canadians choose to figure it out on their own, an overwhelming majority believe that financial advisors have a positive impact on their lives, their families, and their futures....

09 March, 2021

Study Highlights Need for Legacy Planning

While COVID-19 has had an immediate financial impact on many Canadians, the uncertainty it has caused has left others eying their legacy....

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....