Because you want to grow more than your portfolio

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engage Relationships

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

VOA-0

0

No Advice

VOA-1

4 - 6

Years of advice

VOA-2

7 - 14

Years of advice

VOA-2

15 +

Years of advice

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E-BOOKHuman Dimension of Advice
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
Our Team

25+ Years of Experience

Financial Planner

Pat Magliaro, CFP, CCS

Administrative Assistant

Fiona Moniz

10 Question Assessment

Top 10 Questions to Ask Yourself

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Insights

For advice that makes a difference

3 May, 2023

Home Ownership Plans

Wondering how the new First Home Savings Account (FHSA) works with existing programs to help you save for a home? Gain a better understanding...

20 April, 2023

Preparing for the Next Cycle

In his Q1 update, Wayne Gillespie discusses the potential impact of the U.S. banking situation on the markets and how Counsel's Portfolio...

28 March, 2023

Global Financial Crises? A Volatile Start to 2023

When things move as rapidly as they have done over the past month, it’s often difficult to see the forest for the trees. Whether the...

Understanding Your Statements

Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. Overall, the addition of these new sections to your year-end statement aims to enhance your understanding of the overall performance of your investments as well as the cost and compensation related to your accounts. 

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