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September 16, 2020 - Articles
This week, Corrado explains a disconnect between perception and reality. Most investors believe they own a well-balanced portfolio – but do they really?
April 23, 2020 - Articles
On March 25, the Federal Government announced updates to Canada’s Economic Response Plan due to COVID-19. We’ve updated our infographic with the latest information and included information on how...
March 20, 2020 - Articles
The idea that we’ve collectively been thrown a personal financial curveball is an understatement. As we all adjust to the current environment, we want to share a few concepts and ideas that may...
January 28, 2020 - Articles
The Counsel Portfolio Management Team monitors and manages investment portfolios using various defensive strategies to help investors reach their financial goals. Our Year-in-Review Infographic...
January 30, 2019 - Articles
On January 21-22, we spent two days at our Toronto Due Diligence conference with several of our investment specialists who manage portfolios for Counsel Portfolio Services and IPC Private Wealth....
January 08, 2019 - Articles
Here are some key things to keep in mind as we head into 2019. This article summarizes what we’ve been experiencing in the markets and how our portfolios are positioned to mitigate the risks. ...
December 07, 2018 - Articles
Markets have seen increased volatility in 2018, and have been trending lower over the past several weeks. Year-to-date, the U.S. S&P 500 Index has returned 2.67%, and the Canadian S&P/TSX -5.33%,...
November 02, 2018 - Articles
We believe in the power of design and evolution. The Counsel Balanced Portfolio has undergone significant changes over the years as the investment landscape has evolved.
November 02, 2018 - Articles
Market declines or even corrections during the year are common place and this year is no different. More often than not, the market recovers to finish in positive territory.
August 02, 2018 - Articles
​As you journey through life, your personal and financial goals will change over time. This article outlines the types of investment solutions typically associated with various life stages.
February 09, 2018 - Articles
Volatility returned to the markets in the first week of February, 2018, and it has unnerved some investors. Here’s what happened and why it’s actually quite normal.
January 31, 2018 - Articles
ESG is a rapidly growing area of focus in the investment community. It encompasses all of the major factors that determine whether a corporation is acting ethically and responsibly to individuals,...
November 30, 2017 - Articles
Have you ever wondered how your investment portfolios are constructed? What if we told you that constructing a portfolio is similar to building your dream home?
October 04, 2017 - Articles
When you invest in a mutual fund that buys stocks and bonds outside of Canada, you take on a currency risk. We manage this risk with an active approach to currency hedging.
September 20, 2017 - Articles
We asked our global real estate manager, Timbercreek Asset Management, for their view on interest rate increases in Canada and the impact on the real estate market. Here’s what they had to say:
August 16, 2017 - Articles
The antagonistic exchange between the leaders of North Korea and the U.S. has caused volatility to rise. We believe it’s important to stay above the noise at times like this. Find out why.

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