Founded in 1997 and part of the iA Financial Group family, Counsel Wealth Management specializes in providing comprehensive and objective investment solutions for Canadian investors. The company operates on a "manager-of-managers" model, selecting and overseeing a diverse group of third-party portfolio managers to build and manage its investment funds. Their services are not offered directly to the public but are exclusively available through a network of independent financial advisors, enabling them to deliver tailored wealth management strategies.

Founded in

United States