Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
I'm very grateful that I came to you regarding my pension. I was overwhelmed and did not have a clue on what to do, but your calm disposition and clarity of a vision helped me to trust you. I'm very appreciative of the experience you bring on finances, to date I'm still pinching myself.
Allan Johnson has been our Financial Advisor for over 10 years. He has provided us with a number of quality investments that have done exceptionally well in spite of downturns in the economy. Allan has been very pro-active in monitoring our accounts and making adjustments where necessary to maximize returns.