Don't just chase your dreams
Choose to work with Marco Berardi and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
22 January, 2020
A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more. Read more
16 January, 2020
In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, takes a look back at 2019, and compares it to what we experienced in 2018. Rana point Read more
20 November, 2019
RRSPs are a great tool for retirement planning. Check out our e-book and learn more, including a few simple strategies that can help you take advantage of your contr Read more
Listen to insights from our market specialists