Complex needs. Simple Solutions

"Through integrated planning and a customized wealth management strategy, our team is committed to helping business owners and individuals to achieve their goals."

Don Taylor

Our team at Investment Planning Counsel is committed to helping you achieve multiple goals with a unique integrated financial planning process.

Complex needs. Multiple goals. One integrated plan.



Market Monitor

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

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