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Lyn Greer, CPA, CA, CFP®

Certified Financial Planner®

Laura Theys

Client Care Specialist

SPOTTED IN THE NEWS

TFSA and RRSP

18 February, 2020

TFSA and RRSP 2020

Saving for the future involves using both RRSPs and TFSAs.

money

7 February, 2020

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.

money facts

22 January, 2020

Money Facts 2020

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

rana

16 January, 2020

Our perspective: A Look Back at 2019

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, takes a look back at 2019, and compares it to what we experienced in 2018. Rana point

 

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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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