6 February, 2019 Financial Planning

Money Dates 2019

Stay organized and on top of filing your tax returns. This infographic highlights important deadlines and benefit payment dates to add to your calendar....

30 January, 2019 Special Reports and Newsletters

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room....

17 January, 2019

Our Perspective – A Case of Market Flu

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, tackles the causes for the recent market volatility, and points out that there is good news that will help see us through this “market flu”. ...

16 January, 2019 Financial Planning Investment Services

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owners are not succeeding when it comes to succession planning....

15 January, 2019 Special Reports and Newsletters

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a check-up reveal about your net worth?...

4 January, 2019

RRSP — an investment that can truly add-up

22.5%. That’s the number, according to the latest census data (2016), of Canadian tax filers who contributed to an RRSP. The other 77.5% didn’t take advantage of this incredible savings tool....

14 December, 2018 Special Reports and Newsletters

Understanding TFSA’s

A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool....

13 December, 2018 Special Reports and Newsletters

Prenup: Romance killer or wealth protector?

First comes love, then comes the prenup? The “money talk” is difficult enough for most couples. Who, then, is going to bring a prenuptial agreement, a legal document that spells out who gets to keep which assets should the marriage not work out?...

27 November, 2018 Investment Services

Video: Alternatives 101

In this short video, Paul Davidson, Director, Product Management, explains what Alternative Investments are and which clients should consider them....

24 October, 2018 Special Reports and Newsletters

Our Perspective – Tune Out the Noise

In this client-friendly video, Rana discusses the recent market volatility and puts it into historical perspective. He explains what happened and what Counsel is doing to reduce the impact to investors....