Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

John Klotz

Our clients know they can rely on:

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

Latest Blog Posts

Insurance Trusts

Filed Under: Financial Planning

13 September, 2017

A typical concern with life insurance deals with the simultaneous death of both parents who have minor age children.... Read More

Disability Insurance Unplugged

Filed Under: Investment Services

21 August, 2017

If you are a self-employed individual, you should consider purchasing disability insurance.... Read More

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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