Loading...

Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Stephen Monaghan

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Learn about Our Processes >>

 

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.

Listen Now

What do I do with my Retirement Income?

If you hold an RRSP, you face a major decision in the year you turn 71 – what to do with the money that has accumulated. The choices you make regarding your retirement income could affect your future lifestyle.

Download your free report