• 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!

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  • 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
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    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
  • Take your Portfolio to the Next Level!

    Take your Portfolio to the Next Level

    If you want an individualized approach to growing your capital, you will find it here. IPC Private Wealth is a fully customized program designed to meet your needs.

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Building Lasting Legacies for Canadians who care
Jason Bonneteau & Michael Silver
We help our clients build two lasting legacies; the first legacy is one they build for themselves by accumulating assets to provide a sustainable and lasting income for their retirement years.

The second legacy is the one they build for others; it could be for their children, grand-children, employees, favoured charity or even their own personal foundation.

Everyone has unique objectives for their legacies, and how they want to be remembered - what do YOU want for your lasting legacy?
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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

The Value of Financial Advice

The Value of Financial AdviceGrowing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages. Learn how we can help you
  • When we met with Michael and Jason a few years ago, they were able to fix the mess we had from a previous advisor. Thanks to them we're back on track  financially.

    - Marty & Candace
  • Jason & Mike are experts when it comes to product knowledge recommendations. They always make sure that they work with clients' interest & that’s their priority.

    - Emily Alfonso