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Our Mission is to Make Your Dreams a Reality by taking the mystery out of money, but not the magic.

Making Dreams a Reality

We have a unique Wealth Management Process, providing you with the personal service you deserve, allowing you to live your dreams. Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a committment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

The Domino Effect of Your Support

Filed Under: Special Reports and Newsletters

1 December, 2016

Do you support a local charity or group that is dear to your heart? It could be something that either inspires you or has had a s... More »

A Simple Idea and a Great Vision, Thank you Mr. Riccardo Donadon!

Filed Under: Financial Planning

24 November, 2016

“It Takes a Village” Nathalie Atkinson reported from Italy on the H-Farm that was “born from a simple idea and a great vision” Thi... More »

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.  

Listen Now
 
  • We covered multiple bases and were appreciative of your time in discussing so many issues. Your flexibility and enthusiasm in changing course in a heartbeat with regard to the handling of an issue is typical of your dedication to providing the best possible service and financial counsel!

    - Cindy J.
 
  • Betty-Anne has really helped me throughout the years with various life events. I think what I most loved about her in the beginning was she wasn’t some stuffy bank snob. Her advice makes sense and she’s sensitive to everyone’s situation. Betty Anne takes the time to get to know her clients – many of whom she can call her friends – and I think that makes a huge difference.

    - M. Becking