Counsel Portfolio Services

Established in 1997 and headquartered in Mississauga, Ontario. Counsel was formed to support the partnership between Advisors and their clients. We have since grown to offer investors a broad array of long-term investment solutions. Counsel is a wholly-owned subsidiary of Investment Planning Counsel Inc., in turn; majority owned by IGM Financial Inc. IGM Financial is listed on the Toronto Stock Exchange and is a member of the Power Financial Corporation. Counsel Portfolio Services is a comprehensive portfolio service company centered on providing investors with a disciplined approach to investing for the long-term. We achieve this in partnership with Advisors. Together, we are dedicated to providing investors with a sound intellectual framework to help them make effective long-term investment decisions. We achieve this through the continuous research, selection & monitoring of investment specialists, and by providing solutions that are efficiently diversified and effectively managed. We provide Advisors with innovative practice management tools that enable them to deliver ideal investment solutions to their clients. We support Advisors in delivering an outstanding service experience as their clients can live their dreams.