20 January, 2021 Financial Planning

Money Dates 2021

Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide....

15 January, 2021 Financial Planning

Financial Planning for the Unexpected (and Expected)

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities. For some, this meant tightening budgets or postponing big-ticket purchases....

14 January, 2021

Our Perspective – Reflecting on 2020

In this four-minute video, Counsel’s Chief Investment Strategist Rana Chauhan recaps the year that was while looking ahead to 2021. He outlines several key points that investors should consider when making their investment decisions....

30 November, 2020

Has the pandemic changed your financial priorities?

If there’s one thing this year has shown, it’s how life can change on a dime. In a recent poll, we found that COVID-19 has left many Canadians revaluating their financial priorities....

24 November, 2020 Retirement

10 ways to grow your RRSP

Many Canadians are increasingly relying on their own resources to fund their retirements....

23 October, 2020

Light at the End of the Tunnel

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan examines the catalysts impacting economic recovery and resiliency that the world has shown during the COVID-19 crisis....

01 October, 2020

Estate Planning: Transferring Your Estate

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

01 September, 2020 Special Reports and Newsletters

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. ...

02 August, 2020 Estate planning

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand....

29 July, 2020

Personalized Strategies During Uncertain Times

Sam Febbraro, Executive Vice President at Investment Planning Counsel• President & CEO at Counsel Portfolio Services Market volatility and uncertainty can leave investors feeling like they are on an emotional roller coaster. Even so, the biggest challenge...