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My Team

Greg Briggs, BA, CLU

Senior Financial Advisor

Claudia Lavoie

Licenced Assistant

Our Team

SPOTTED IN THE NEWS

27 April, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to ...

23 April, 2020

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds

16 April, 2020

Our Perspective: The World After Coronavirus

In this three-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the world after Coronavirus. He explains that although this crisis will hu

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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