About Us

COUNSEL PORTFOLIO SERVICES

About Us

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Milestones

'99

Established:

as Counsel Wealth Management

'99

Launched:

Counsel Managed Portfolio, our first tactical portfolio solution.

'99

Established:

as Counsel Wealth Management

'99

Launched:

Counsel Managed Portfolio, our first tactical portfolio solution.

'00

Launched:

Counsel World Equity Portfolio

Counsel Focus Portfolio

Counsel Money Market

'99

Launched:

Counsel Managed Portfolio, our first tactical portfolio solution.

'00

Launched:

Counsel World Equity Portfolio

Counsel Focus Portfolio

Counsel Money Market

'01

Introduced:

Counsel Select Canada

Counsel Select Value

Counsel Fixed Income

Counsel Focus Value Portfolio

'00

Launched:

Counsel World Equity Portfolio

Counsel Focus Portfolio

Counsel Money Market

'01

Introduced:

Counsel Select Canada

Counsel Select Value

Counsel Fixed Income

Counsel Focus Value Portfolio

'02

Launched:

Counsel Strategic Portfolios, a series of core solutions modeled after the pension style investment approach.

Counsel Conservative Portfolio

Counsel Balanced Portfolio

Counsel Growth Portfolio

Counsel All Equity Portfolio

'01

Introduced:

Counsel Select Canada

Counsel Select Value

Counsel Fixed Income

Counsel Focus Value Portfolio

'02

Launched:

Counsel Strategic Portfolios, a series of core solutions modeled after the pension style investment approach.

Counsel Conservative Portfolio

Counsel Balanced Portfolio

Counsel Growth Portfolio

Counsel All Equity Portfolio

'04

Added:

Counsel Regular Pay Portfolio, a strategic asset allocation portfolio, designed to provide income for investors who want a domestic investment bias to Canada.

'02

Launched:

Counsel Strategic Portfolios, a series of core solutions modeled after the pension style investment approach.

Counsel Conservative Portfolio

Counsel Balanced Portfolio

Counsel Growth Portfolio

Counsel All Equity Portfolio

'04

Added:

Counsel Regular Pay Portfolio, a strategic asset allocation portfolio, designed to provide income for investors who want a domestic investment bias to Canada.

'05

Launched:

Counsel Select Small Cap

'04

Added:

Counsel Regular Pay Portfolio, a strategic asset allocation portfolio, designed to provide income for investors who want a domestic investment bias to Canada.

'05

Launched:

Counsel Select Small Cap

'05

Merged:

Counsel Focus Value into Counsel Focus Portfolio

Counsel Word Equity into Counsel Select Value

'05

Launched:

Counsel Select Small Cap

'05

Merged:

Counsel Focus Value into Counsel Focus Portfolio

Counsel Word Equity into Counsel Select Value

'05

Renamed:

Counsel Focus Portfolio as Counsel Select America

Counsel Select Value as Counsel Select International

'05

Merged:

Counsel Focus Value into Counsel Focus Portfolio

Counsel Word Equity into Counsel Select Value

'05

Renamed:

Counsel Focus Portfolio as Counsel Select America

Counsel Select Value as Counsel Select International

'06

Launched:

Counsel Private Client, the first of several solutions tailored to meet the unique investment needs of the mass affluent investor.

'05

Renamed:

Counsel Focus Portfolio as Counsel Select America

Counsel Select Value as Counsel Select International

'06

Launched:

Counsel Private Client, the first of several solutions tailored to meet the unique investment needs of the mass affluent investor.

'07

Introduced:

two new tactical solutions.

Counsel World Managed Portfolio

Counsel Income Managed Portfolio

'06

Launched:

Counsel Private Client, the first of several solutions tailored to meet the unique investment needs of the mass affluent investor.

'07

Introduced:

two new tactical solutions.

Counsel World Managed Portfolio

Counsel Income Managed Portfolio

'07

Added:

the Global Small Cap component to three strategic portfolios to improve diversification.

Counsel Conservative Portfolio

Counsel Balanced Portfolio

Counsel All Equity Portfolio

'07

Introduced:

two new tactical solutions.

Counsel World Managed Portfolio

Counsel Income Managed Portfolio

'07

Added:

the Global Small Cap component to three strategic portfolios to improve diversification.

Counsel Conservative Portfolio

Counsel Balanced Portfolio

Counsel All Equity Portfolio

'08

Added:

the Global Real Estate mandate to Counsel Regular Pay Portfolio to enhance portfolio diversification.

'07

Added:

the Global Small Cap component to three strategic portfolios to improve diversification.

Counsel Conservative Portfolio

Counsel Balanced Portfolio

Counsel All Equity Portfolio

'08

Added:

the Global Real Estate mandate to Counsel Regular Pay Portfolio to enhance portfolio diversification.

'08

Lipper Awards

Counsel Managed Portfolio wins for Best Tactical Fund in the 3 year and 5 year categories.

'08

Added:

the Global Real Estate mandate to Counsel Regular Pay Portfolio to enhance portfolio diversification.

'08

Lipper Awards

Counsel Managed Portfolio wins for Best Tactical Fund in the 3 year and 5 year categories.

'09

We're rebranded:

as Counsel Portfolio Services

'08

Lipper Awards

Counsel Managed Portfolio wins for Best Tactical Fund in the 3 year and 5 year categories.

'09

We're rebranded:

as Counsel Portfolio Services

'09

Introduced:

eight individual component solutions to provide investors with choice and the flexibility to customize their overall portfolio.

Counsel Canadian Dividend

Counsel Canadian Value

Counsel Canadian Growth

Counsel U.S. Growth

Counsel U.S. Value

Counsel International Value

Counsel International Growth

Counsel Global Real Estate

'09

We're rebranded:

as Counsel Portfolio Services

'09

Introduced:

eight individual component solutions to provide investors with choice and the flexibility to customize their overall portfolio.

Counsel Canadian Dividend

Counsel Canadian Value

Counsel Canadian Growth

Counsel U.S. Growth

Counsel U.S. Value

Counsel International Value

Counsel International Growth

Counsel Global Real Estate

'09

Added:

the Global Real Estate mandate to five portfolios to improve diversification.

Counsel Conservative Portfolio

Counsel Balanced Portfolio

Counsel Growth Portfolio

Counsel All Equity Portfolio

Counsel World Managed Portfolio

'09

Introduced:

eight individual component solutions to provide investors with choice and the flexibility to customize their overall portfolio.

Counsel Canadian Dividend

Counsel Canadian Value

Counsel Canadian Growth

Counsel U.S. Growth

Counsel U.S. Value

Counsel International Value

Counsel International Growth

Counsel Global Real Estate

'09

Added:

the Global Real Estate mandate to five portfolios to improve diversification.

Counsel Conservative Portfolio

Counsel Balanced Portfolio

Counsel Growth Portfolio

Counsel All Equity Portfolio

Counsel World Managed Portfolio

'10

Launched:

Counsel Short Term Bond.

'09

Added:

the Global Real Estate mandate to five portfolios to improve diversification.

Counsel Conservative Portfolio

Counsel Balanced Portfolio

Counsel Growth Portfolio

Counsel All Equity Portfolio

Counsel World Managed Portfolio

'10

Launched:

Counsel Short Term Bond.

'10

Merged:

Counsel Select Canada into Counsel Canadian Growth

Counsel Select America into Counsel U.S. Growth

Counsel Select International into Counsel International Growth

'10

Launched:

Counsel Short Term Bond.

'10

Merged:

Counsel Select Canada into Counsel Canadian Growth

Counsel Select America into Counsel U.S. Growth

Counsel Select International into Counsel International Growth

'10

Launched:

Counsel Managed Yield Portfolio

'10

Merged:

Counsel Select Canada into Counsel Canadian Growth

Counsel Select America into Counsel U.S. Growth

Counsel Select International into Counsel International Growth

'10

Launched:

Counsel Managed Yield Portfolio

'10

Added:

the short-term fixed income mandate to three portfolios to provide better downside protection.

Counsel Income Managed Portfolio

Counsel Managed Portfolio

Counsel World Managed Portfolio

'10

Launched:

Counsel Managed Yield Portfolio

'10

Added:

the short-term fixed income mandate to three portfolios to provide better downside protection.

Counsel Income Managed Portfolio

Counsel Managed Portfolio

Counsel World Managed Portfolio

'11

Acquired and merged:

Titan Funds into existing Counsel investment solutions.

'10

Added:

the short-term fixed income mandate to three portfolios to provide better downside protection.

Counsel Income Managed Portfolio

Counsel Managed Portfolio

Counsel World Managed Portfolio

'11

Acquired and merged:

Titan Funds into existing Counsel investment solutions.

'12

Introduced three new portfolio solutions:

Counsel Managed High Yield Portfolio

Counsel High Yield Fixed Income

Counsel Global Dividend

'11

Acquired and merged:

Titan Funds into existing Counsel investment solutions.

'12

Introduced three new portfolio solutions:

Counsel Managed High Yield Portfolio

Counsel High Yield Fixed Income

Counsel Global Dividend

'13

Launched:

Counsel Corporate Class solutions

'12

Introduced three new portfolio solutions:

Counsel Managed High Yield Portfolio

Counsel High Yield Fixed Income

Counsel Global Dividend

'13

Launched:

Counsel Corporate Class solutions

'14

Introduced:

Counsel Global Trend Strategy, an innovative strategy designed to provide investors with enhanced global portfolio diversification and provide better downside protection.

'13

Launched:

Counsel Corporate Class solutions

'14

Introduced:

Counsel Global Trend Strategy, an innovative strategy designed to provide investors with enhanced global portfolio diversification and provide better downside protection.

'15

Introduced:

tiered management fee structure for Series D and Series I.

'14

Introduced:

Counsel Global Trend Strategy, an innovative strategy designed to provide investors with enhanced global portfolio diversification and provide better downside protection.

'15

Introduced:

tiered management fee structure for Series D and Series I.

'16

Launched:

Counsel Retirement Portfolios to target the specific needs of investors who have retired or are near retirement.

'15

Introduced:

tiered management fee structure for Series D and Series I.

'16

Launched:

Counsel Retirement Portfolios to target the specific needs of investors who have retired or are near retirement.

'16

Lowered:

management fees across a broad range of investment series offering.

WHO WE ARE

Listen to Our Story

THE COMPANY WE KEEP

Local roots, global strength

Counsel is a wholly-owned subsidiary of Investment Planning Counsel Inc. (IPC), which is in turn, majority owned by IGM Financial Inc. - a member of the Power Financial Corporation. We leverage the strength and relationships of the companies within our family to identify new ideas and investment strategies to benefit investors.

Strength from a global network

OUR TEAM

Portfolio Management Team

Corrado Tiralongo

Chief Investment Officer

Rana Chauhan

Chief Investment Strategist

Wayne Gillespie

Director & Senior Portfolio Strategist

Rahim Dhalla

Director, Portfolio Management

Varun Sood

Portfolio Analyst

Kaniel Gomes

Portfolio Analyst

Management Team

Sam Febbraro

President & Chief Executive Officer

Kevin Hurlburt

Executive Vice President, Products & Services

Reggie Alvares

Executive Vice President, Advisor & Information Services

Frank Gawlina

Chief Financial Officer

Michael Leonardelli

Senior Vice President, Advisor Services

Andrew Schredl

Senior Vice President, Business Development

Meredith Malloch

Vice President, Marketing & Communications

Rod Moore

Vice President, Operations & Clients Services

Evelyn Fernandez

Director, Corporate Communications

Press Releases

Jul

Toronto - July 02, 2009

Counsel Wealth Management® appoints Forum Partners as sub-advisor for Counsel Global Real Estate

Mar

Toronto - March 25, 2008

Counsel appoints Ibbotson Associates to complement portfolio optimization strategies

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© 2017 Counsel Portfolio Services

Mutual funds sponsored by Counsel Portfolio Services Inc. are only qualified for sale in the provinces (except Quebec) and territories of Canada. Please read the fund's Simplified Prospectus and speak to a Financial Advisor before investing.