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Bringing over 15 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Joe Carpenter

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment 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.

 

We're Moving to Serve you Better!

On July 12th, We are moving to our new office:

 

930 Woodlawn Road W, Suite 13

Guelph, Ontario, N1K 1T2

Office: 519 824 1408

Fax: 519 824 5223

Toll free: 888 827 1408

Market Monitor

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

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