Your Wealth Management Strategy

This strategy may include:

  • Portfolio Management
  • Retirement Income Strategies
  • Tax Minimization
  • Building Wealth
  • Investment Policy Statements
  • Banking Products & Review
  • Charitable Giving

Counsel Portfolio Services is a comprehensive portfolio service company centered on providing investors with a disciplined approach to investing for the long-term. We achieve this in partnership with Advisors.

Together, we are dedicated to providing you with a sound intellectual framework to help you make effective long-term investment decisions. We achieve this through the continuous research, selection & monitoring of investment specialists, and by providing solutions that are efficiently diversified and effectively managed.

Portfolio Management Services provided by Counsel Portfolio Services.

Our Portfolio Management Process