16 July, 2020 Financial Planning

A New Economy is Emerging

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares reasons for the strong market recovery in Q2, and explains that we are witnessing the emergence of new economy....

27 April, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....

24 February, 2020 Financial Planning

Money Facts 2020

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more....

18 February, 2020 Financial Planning

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs....

20 March, 2019 Financial Planning Special Reports and Newsletters

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights....

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....

20 June, 2018 Financial Planning Investment Services Retirement

Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the retirement you are hoping for is far more complex for than ever before....

28 April, 2018 Financial Planning Special Reports and Newsletters

Fixed Income

It can pay to have all of your eggs in one basket....

17 May, 2017 Financial Planning

Is Your Corporate Surplus Optimally Invested?

If you’re like many small business owners, you might have a substantial amount of corporate surplus – or surplus cash, or retained earnings – sitting in cash or low-interest vehicles....

05 May, 2017 Financial Planning Special Reports and Newsletters

Planning Your Financial Future

Life stages and the impact on financial planning....