Our Mission is to Make Your Dreams a Reality by taking the mystery out of money, but not the magic.


  • a defined,consistent approach to financial planning
  • a committment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Latest Blog Posts

Introducing Athena Wealth Management

1 August, 2018

I want to share some exciting news! We’ve changed our name to Athena Wealth Management and I’d like to explain why. Don’t worry th... Read more

It Pays to Know: What should I do about ...when to start taking my Old Age Security (OAS)

27 July, 2018

My father couldn’t read or write. He was taken out of school at grade 3 after his two older brothers left to fight in the Second W... Read more

Market Monitor

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

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  • We covered multiple bases and were appreciative of your time in discussing so many issues. Your flexibility and enthusiasm in changing course in a heartbeat with regard to the handling of an issue is typical of your dedication to providing the best possible service and financial counsel!

    - Cindy J.
  • Betty-Anne has really helped me throughout the years with various life events. I think what I most loved about her in the beginning was she wasn’t some stuffy bank snob. Her advice makes sense and she’s sensitive to everyone’s situation. Betty Anne takes the time to get to know her clients – many of whom she can call her friends – and I think that makes a huge difference.

    - M. Becking