16 January, 2019 Financial Planning Investment Services

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owners are not succeeding when it comes to succession planning....

29 November, 2018 Investment Services

Our Perspective – Tune Out the Noise

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the recent market volatility and puts it into historical perspective. He explains what happened and what Counsel is doing to reduce the impact to investors....

16 November, 2018 Investment Services

MFDA INVESTOR BULLETIN: Mutual Fund Fees

Fees matter The amount of fees you pay when investing has a significant effect on the performance of your investments. Seemingly small differences can have a big effect on your overall long-term investment returns....

20 June, 2018 Financial Planning Investment Services Retirement

Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the retirement you are hoping for is far more complex for than ever before....