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SPOTTED IN THE NEWS

Light at the End of the Tunnel

23 October, 2020

Light at the End of the Tunnel

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan examines the catalysts impacting economic recovery and resiliency that the world has s

Estate Planning

1 October, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.

 

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Our Team


Peter Tavener

Certified Financial Planner®

Marilyn Tavener

Office Manager

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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