Bringing over 45 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
Ken’s integrity, his experience in the financial industry, and his consistent professional manner, have definitely earned and maintained our confidence in his professional advice.
On the advice of a friend, we asked Ken Crosson to call and discuss retirement with us. Over the time he has worked with us, we have been impressed with his professional manner. He is welcomed into our home as a friend.