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My Team

Greg Briggs, BA, CLU

Senior Financial Advisor

Claudia Lavoie

Licenced Assistant

Our Team

SPOTTED IN THE NEWS

20 January, 2021

Money Dates 2021

Keep on top of important financial dates and deadlines for tax returns, OAS, CPP benefit payments, and more with our guide....

15 January, 2021

Financial Planning for the Unexpected (and Expected)

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities. For some, this meant tightening budgets or postponing b

14 January, 2021

Our Perspective – Reflecting on 2020

In this four-minute video, Counsel’s Chief Investment Strategist Rana Chauhan recaps the year that was while looking ahead to 2021. He outlines several key points th

Someone is sitting in the shade today because someone planted a tree a long time ago. - Warren Buffett

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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