About Counsel

About Counsel

Counsel Wealth Management was founded on the principle that an investment firm’s interest must be aligned with those of investors and their advisors. We knew then, as we know now, that this could only be possible by considering all stakeholders as “partners” in our mutual success. That belief led to the design of a managed money solution which greatly simplifies the investing process.

Instilling confidence

Counsel understands that an investor’s long-term success is largely attributed to their investing behaviour.

Industry studies show that investors may deviate from their financial objectives due to a lack of conviction, often triggered by changing market conditions which create doubt and lead to emotional investing.

Dalbar Inc., a widely respected financial services market research firm, found that over a twenty year holding period, the average equity mutual fund investor significantly underperformed the average institutional investor nearly 11% because of fickle individual investor behaviour that resulted in a average holding period of their investments to just over three years.

Advocate for sound investing

Our goal is to provide solutions that investors can feel confident will help them meet their long-term needs, without cause for distraction or regret.

By creating comprehensive portfolios using independent investment specialists and continually monitoring their performance, we are able to offer investors the peace of mind they need to stay the course.

Focus on planning

Investors can focus their time and energy on developing and maintaining a reliable financial plan with their advisors, instead of making short term investment decisions predicated on the “noise” in the financial markets.

Advisors and investors can also spend more time on their respective roles of delivering and acting on sound financial advice to achieve long-term goals.