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According to a study released by Investment Planning Counsel, two-thirds of advisors are at a point in their career where succession planning is crucial, yet most lack a well-crafted strategy...
Canadians are focusing on stability of retirement savings, stable income, and short-term cash flow more now than compared to before the pandemic, Investment Planning Counsel's survey found. TORONTO,...
TORONTO, March 30, 2020 /CNW/ - Counsel Portfolio Services Inc. ("Counsel") today announced changes to its tiered pricing program that will go into effect April 1, 2020. The changes will benefit...
TORONTO, April 8, 2019 /CNW/ - Counsel Portfolio Services today announced the appointment of Thompson, Siegel & Walmsley LLC ("TSW") as the sub-advisor for Counsel International Value (the "Fund")....
TORONTO, March 12, 2018 /CNW/ - Counsel Portfolio Services Inc. ("Counsel") today announced the results of two special meetings, each held on March 12, 2018, where investors approved the following...
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