• Estate Planning A necessary discussion

    Estate Planning A necessary discussion

    It’s never too early to start your estate plan and have the conversation with your family. Read our Report that can help you prepare to have the talk today!

    Learn More
  • Making Your Dreams A Reality

    Check out Betty-Anne's book!

    You’ll discover how to:
    • Reignite the dreamer in you
    • Carve out a financial path that aligns with your core values
    • Realize that the magic is in the journey

    Click here for details!
  • Retired couple cycling

    What is Your Retirement Plan?

    Take Control of Your Retirement Income is an eBook that outlines what to consider when it comes to determining how much income you will need in retirement.

    Read the ebook
  • Is Retirement closer than you Realized?

    Is Retirement closer than you Realized?

    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

    Don't wait! Contact us today.
Our Mission is to Make Your Dreams a Reality by taking the mystery out of money, but not the magic.
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Making Dreams a Reality

We have a unique Wealth Management Process, providing you with the personal service you deserve, allowing you to live your dreams. Our clients know they can rely on:

  • a defined, consistent approach to financial planning 
  • a committment 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.
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Latest Blog Posts

Book Review “Single by Choice or Chance” By Jill O’Donnell & Jackie Porter

26 October, 2016

It is difficult to summarize this book because it has so many great thought-provoking chapters. It is an easy read that will inspire... More »

Meaningful Conversations about Leaving a Legacy

20 October, 2016

Lately I’ve been having much more meaningful conversations with my clients about the type of legacy they want to leave when their... More »

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

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  • We covered multiple bases and were appreciative of your time in discussing so many issues. Your flexibility and enthusiasm in changing course in a heartbeat with regard to the handling of an issue is typical of your dedication to providing the best possible service and financial counsel!

    - Cindy J.
  • Betty-Anne has really helped me throughout the years with various life events. I think what I most loved about her in the beginning was she wasn’t some stuffy bank snob. Her advice makes sense and she’s sensitive to everyone’s situation. Betty Anne takes the time to get to know her clients – many of whom she can call her  friends – and I think that makes a huge difference.

    - M. Becking