• Estate Planning A necessary discussion

    Estate Planning A necessary discussion

    It’s never too early to start your estate plan and have the conversation with your family. Read our Report that can help you prepare to have the talk today!

    Learn More
  • Your Future is In Good Hands

    Your Future is In Good Hands

    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

    Book your Appointment Today
  • Retired couple cycling

    What is Your Retirement Plan?

    Take Control of Your Retirement Income is an eBook that outlines what to consider when it comes to determining how much income you will need in retirement.

    Read the ebook
  • Is Retirement closer than you Realized?

    Is Retirement closer than you Realized?

    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

    Don't wait! Contact us today.
Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
fancybox-image
John Klotz

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.
rss icon

Latest Blog Posts

A Word about Beneficiaries

29 September, 2014

The discussion about beneficiary designations comes up when we are setting up life insurance policies. A husband and wife usually... More »

The Most Important Tax Shelter of all

19 August, 2014

So, you’ve been inundated with information about RRSP’s, mutual funds, stocks, Exchange Traded Funds, options, trading... More »

Market Monitor

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

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes. Listen Now
 
  • We sleep so much easier knowing that we’ve taken care of all the “what-ifs” and seen how our future could unfold. Now, when the next thing comes up, we can call and just update our plan without having to start worrying again from the beginning.

    - John & Jane Doe
  • We were very fortunate in being introduced to The Reynolds Financial Team 10 years ago. They have demonstrated sound & conservative financial ability. Our Advisor makes regular visits to our home & is readily available by telephone. We highly recommend their services.

    - Jack & Jill Doe