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Our Team


Lyn Greer, CPA, CA, CFP®

Certified Financial Planner®

Laura Theys

Client Care Specialist

SPOTTED IN THE NEWS

2 July, 2019

Our Perspective – Process, Perspective and Patience

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares his thoughts on the continued rally in Q2.

RANA

18 April, 2019

Our Perspective – A Strong Rally in Q1: What’s Next?

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, highlights reasons for the strong rally in the first quarter of 2019 and shares his t

money facts

3 April, 2019

MoneyFacts 2019

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

wealth

2 April, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.

 

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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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