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25 September, 2019

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde

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.

 

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David Lillie

Financial Advisor

Patrick Lillie

Financial Advisor

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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