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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

10 October, 2019

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 th
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estate planning ipc

25 September, 2019

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 unde
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2 July, 2019

Our Perspective – Process, Perspective and Patience

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares his thoughts on the continued rally in Q2.
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Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

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Diane Gray, CFP®, CEA

Branch Manager


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