Bringing over 30 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
Thanks to early and initially modest RRSP investments with Roland Craig at Craig Wealth Management, the possibility of early retirement has become a reality.
We have known Carol and Roland Craig for over 35 years professionally and personally. They have handled several of our financial needs and retirement planning in a prompt and courteous manner with our privacy of upmost importance. With many thanks, your honesty and kindness is greatly appreciated. Your an amazing team.