Bringing nearly 40 years of experience to provide 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.
10 February, 2017
The Report Card provides a comprehensive review of past, current and potential factors that may impact your investments. Our goal ... Read More
6 August, 2015
At Counsel Portfolio Services, we believe strongly in the value of independence and objectivity in money management. To achieve th... Read More
Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.
That's what impresses us the most, no matter how busy, he always has time to listen and catch up to our life. His team is courteous, knowledgeable, always ready to help us, and they know us by name when we call or come through the door. We feel we are treated more like family than customers.
Frank has been our advisor for over 15 years and has been instrumental in helping us establish investment objectives and a financial plan. During the 2008 financial crisis, when there was a lot of fear and uncertainty in the industry, Frank provided us with timely updates on the industry and guided us through one of the worst financial and economical downturns in our lifetime. Thanks to his genuine and solid advice, we have made the right investment decisions based on our individual risk profiles and expect to meet our retirement goals.