Bringing over 35 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.
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.
Ed communicates and explains things very well. Ed and his staff care about us and they show it. Ed has been a financial advisor for our family for years, We trust his judgement and more importantly, we trust his honesty and integrity. We also trust his ability to choose excellent staff. Having a consultation or meeting with Ed and his staff is like having a family meeting.
Ed and his team are great at communicating financial concepts with clarity. I have known Ed for quite a while, and he knows our financial and family situation. We appreciate his honesty.