Bringing over 18 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
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24 July, 2017
It’s true. Sandy is retiring. The sentiments are bittersweet I’m afraid. While we congratulate Sandy for her 23 years of unwaverin... Read More
Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.
I have relied on Jamey Morse's financial expertise for well over 7 years. He is focused on my best financial interests and has taken the necessary steps to ensure I have sufficient funds well into my senior years. Without Jamey, retirement wouldn't be a reality at age 61.
Sandy Esposito brings a real “human touch” to our discussions. She is patient, helpful and very kind. We always leave feeling that we are in good hands, and we trust Sandy’s judgement implicity. We are SO glad that she is there taking care of our investments.