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Bringing over 25 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Mark Lipton

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.

Our Perspective – Tune Out the Noise

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the recent market volatility and puts it into historical perspective. He explains what happened and what Counsel is doing to reduce the impact to investors..

Canada's National Walk for Homelessness!

The Coldest Night of the Year is a fantastically fun, family-friendly walking fundraiser that raises money for the hungry, homeless and hurting in 100+ communities across Canada.

Click here to donate
 
  • Having you as a financial advisor has made a huge positive impact in our lives. You have a special ability to recognize and appreciate that there are different dreams for every person and, no matter what those dreams are, you are willing to help people work towards them. It is because of your sound and practical advice, guidance and financial stewardship that we are living ‘our dream’. Since our very first meeting you have taken the stress out of the financial realm and replaced it with ease and trust.

    - Donna and Harry