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SPOTTED IN THE NEWS

26 November, 2019

Leaving a legacy through charitable giving

One of life’s greatest satisfactions is knowing that you’ve made a difference. And when that difference comes from charitable giving...

rrsp

20 November, 2019

Simple RRSP Strategies

RRSPs are a great tool for retirement planning. Check out our e-book and learn more, including a few simple strategies that can help you take advantage of your contr

estate planning

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

 

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Meet the Team


Marie Phillips, B.A. (Hons), RRC®,CFDS

Wealth Advisor

Cindy Little

Associate Investment Advisor

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Understanding Statements

Instructional video on how to understand your statements.
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For your convenience, we have offices in Ancaster and Milton.
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