SPOTTED IN THE NEWS

29 October, 2019

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

10 October, 2019

Our Perspective - This Is Not Our First Rodeo

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the volatility of the past quarter, and points out that despite the fact th

25 September, 2019

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 unde

2 July, 2019

Our Perspective – Process, Perspective and Patience

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares his thoughts on the continued rally in Q2.

You made it easy and comfortable for me

This is exactly what I need at this point and time in my life. You made it easy and comfortable for me.” - Andy K

The best move we could have made.

Marie and Cindy: Many thanks to yourself and Cindy for your efforts over the last few weeks. The transfer of assets is going smoothly and your replies to my questions are quick and informative. When I think of the service I received from my former investment managers and investment company it was not comparable by any means. The two of you (and probably others in the background) have gone beyond what we expected. So, what am I saying: "The best move we could have made." -Allan and Joan C.

Praise is best heard in the third person

"With having limited knowledge of investments, my husband and I were referred to Marie Phillips at IPC Securities to help direct and plan for our retirement. Marie took the time to go through the numbers, our lifestyle and our expectations to help us set realistic and achievable goals in order for us to accomplish our dreams. Today our dreams have been realized. A huge “thank you” goes out to Marie and her staff for helping us get to where we are today! signed….living in Panama! " - Virginia

Praise is best heard in the third person

"Marie does a great job of listening to my financial needs and finding the right solutions, I feel confident knowing that Marie is looking out for my best interests." - Joanne T.