Counsel Portfolio Services

Finance · Canada · 51-200 Employees

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Overview

Headquarters

5015 Spectrum Way Ste 300, Mississauga, ...

Phone Number

(877) 625-9885

Revenue

$30.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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May
ZI Rank
2
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1

About Counsel Portfolio Services

Established in 1997 and headquartered in Mississauga, Ontario. Counsel was formed to support the partnership between Advisors and their clients. The company has since grown to offer investors a broad array of long-term investment solutions. Counsel is a wholly-owned subsidiary of Investment Planning Counsel Inc., in turn; majority owned by IGM Financial Inc. IGM Financial is listed on the Toronto Stock Exchange and is a member of the Power Financial Corporation. Counsel Portfolio Services is a comprehensive portfolio service company centered on providing investors with a disciplined approach to investing for the long-term. The company achieve this in partnership with Advisors. Together, the company is dedicated to providing investors with a sound intellectual framework to help them make effective long-term investment decisions. The company achieve this through the continuous research, selection & monitoring of investment specialists, and by providing solutions that are efficiently diveRead more
Counsel Portfolio Services's Social MediaPopular SearchesCounsel Portfolio Services IncCounsel Portfolio ServicesCounsel Group of Funds IncCounsel Portfolio Services Inc./Counsel Quebec Properties IncSIC Code 62,628NAICS Code 52,523Show more

Counsel Portfolio Services Org Chart

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Strategy Director, Portfolio

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Vice President, Operations & Client Services

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Compare Similar Companies to Counsel Portfolio Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Counsel Portfolio Service...

$30.2M
51-200
Private
-
2011
RD
Rahim DhallaStrategy Director, Portfolio
$128.9M
201-500
Private
-
2015
SM
Sonia MaloneyVice President, Strategy & Chief Operating Officer, Slgi
$110.6M
51-200
Private
-
2004
Catherine Milum, President & Chief Executive Officer at iA Clarington
Catherine MilumPresident & CEO
$103.1M
51-200
Public
-
1967
$18.4M
51-200
Private
-
2003
MK
Markella KolokithiasRegional VP, Eastern (Canada)
$14M
51-200
Public
-
1967
OR
Onno RuttenVice President, Portfolio Manager
$13.8M
11-50
Private
-
1998
OK
Oscar KazokaManaging Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Counsel Portfolio Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Counsel Portfolio Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Counsel Portfolio Services.

Counsel Portfolio Services Tech Stack

A closer look at the technologies used by Counsel Portfolio Services

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Frequently Asked Questions Regarding Counsel Portfolio Services

What is Counsel Portfolio Services's official website?
Counsel Portfolio Services's official website is www.counselservices.com
What is Counsel Portfolio Services's Revenue?
Counsel Portfolio Services's revenue is $30.2 Million
What is Counsel Portfolio Services's SIC code?
Counsel Portfolio Services's SIC: 62,628
What is Counsel Portfolio Services's NAICS code?
Counsel Portfolio Services's NAICS: 52,523
How many employees does Counsel Portfolio Services have?
Counsel Portfolio Services has 51-200 employees
What industry does Counsel Portfolio Services belong to?
Counsel Portfolio Services is in the industry of: Finance, Securities Trading
What is Counsel Portfolio Services competition?
Counsel Portfolio Services top competitors include: Renaissance Investments, SLGI Asset Management, National Bank Investments, Mackenzie Investments
What companies has Counsel Portfolio Services acquired?
Counsel Portfolio Services has acquired the companies: The Penney Team, Partners in Planning Financial Group, Investment Planning Counsel, Financial Fresh Start
What technology does Counsel Portfolio Services use?
Some of the popular technologies that Counsel Portfolio Services uses are: reCAPTCHA, PHP, Snowplow, Google Universal Analytics
How do I contact Counsel Portfolio Services?
Counsel Portfolio Services contact info: Phone number: (877) 625-9885 Website: www.counselservices.com
What does Counsel Portfolio Services do?

Established in 1997 and headquartered in Mississauga, Ontario. Counsel was formed to support the partnership between Advisors and their clients. The company has since grown to offer investors a broad array of long-term investment solutions. Counsel is a wholly-owned subsidiary of Investment Planning Counsel Inc., in turn; majority owned by IGM Fina... ncial Inc. IGM Financial is listed on the Toronto Stock Exchange and is a member of the Power Financial Corporation. Counsel Portfolio Services is a comprehensive portfolio service company centered on providing investors with a disciplined approach to investing for the long-term. The company achieve this in partnership with Advisors. Together, the company is dedicated to providing investors with a sound intellectual framework to help them make effective long-term investment decisions. The company achieve this through the continuous research, selection & monitoring of investment specialists, and by providing solutions that are efficiently diversified and effectively managed. The company provides Advisors with innovative practice management tools that enable them to deliver ideal investment solutions to their clients. The company supports Advisors in delivering an outstanding service experience as their clients can live their dreams.Read More

What are Counsel Portfolio Services social media links?
Counsel Portfolio Services Linkedin page
Is Counsel Portfolio Services a public company?
Counsel Portfolio Services is private company therefore does not currently have an official ticker symbol
See more information about Counsel Portfolio Services

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