What does the future look like?

Find Out

View more

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

ABOUT US
WHAT WE DO
INSIGHTS
CONTACT

SPOTTED IN THE NEWS

11 July, 2019

Our Perspective – A Case of Market Flu

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, tackles the causes for the recent market volatility, and points out that there is goo

money facts

3 April, 2019

MoneyFacts 2019

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more.

THE VALUE OF ADVICE

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More

THE COST OF ADVICE

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

 

Subscribe to The Leifso Team E-Wealth Report List

Our Team


Jeff Leifso, CFP®, EPC

Certified Financial Planner®

Morris Leifso

Financial Consultant

 

Audiocasts

Listen to insights from our market specialists  

 

Contact Us

Don’t leave without giving us your number!
Get in Touch