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SPOTTED IN THE NEWS

Estate Planning

16 June, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.

money

27 April, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.

rrif

23 April, 2020

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds

rana

16 April, 2020

Our Perspective: The World After Coronavirus

In this three-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the world after Coronavirus. He explains that although this crisis will hu

 

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Our Team


Steve Morden, CFP®

Certified Financial Planner®

Gary Simpson, CFP®

Certified Financial Planner®

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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