• Get the Facts on TFSAs

    It’s Time to Have a Risk Management Review?

    Unforeseen events could derail your wealth management strategy. Learn the risk factors to consider in your wealth management strategy.

    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
  • Family running on the beach

    Take your first Steps to Financial Freedom

    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

    Give us a call today
  • 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.
Retire with Clarity & Confidence
Help families prepare for and sail through retirement with confidence and clarity for over 30 years.
fancybox-image
Ken Vyse
We follow a disciplined approach to every client’s situation, whether nearly retired, newly retired or fully retired.

We take stock of the current situation, assess the resources available and chart a detailed plan for a tax-efficient retirement income stream. We analyze all the “what-if” scenarios and assess the impact of the choices available on the long term estate plan for future generations.
rss icon

Latest Blog Posts

Get Fiscally Fit for 2014

1 January, 2014

Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

Cure Retirement Anxiety

23 December, 2013

Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

Market Monitor

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

Make the Most of a Severance & Early Retirement Package

As the economy continues to recover, some companies continue to cut expenses, including payroll. This Special Report will help you better understand the components of a severance or early retirement package, as well as the options and considerations related to each. Download your free report
Replacement free content.
 
  • Ken calls us for a review on a regular basis and is always well prepared with options and sound advice on the management of our portfolio. We are able to relax and enjoy retirement knowing that our investments are being cared for by Ken.

    - Tony & Val Webb
  • Ken calls us for a review on a regular basis and is always well prepared with options and sound advice on the management of our portfolio. We are able to relax and enjoy retirement knowing that our investments are being cared for by Ken.

    - Tony & Val Webb