It’s never too early to start your estate plan and have the conversation with your family. Read our Report that can help you prepare to have the talk today!Learn More
You’ll discover how to:
• Reignite the dreamer in you
• Carve out a financial path that aligns with your core values
• Realize that the magic is in the journey
Take Control of Your Retirement Income is an eBook that outlines what to consider when it comes to determining how much income you will need in retirement.Read the ebook
If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.Don't wait! Contact us today.
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:
20 October, 2016
Lately I’ve been having much more meaningful conversations with my clients about the type of legacy they want to leave when their... More »
Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.Listen Now
- Cindy J.
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!
- M. Becking
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.