At CommonWealth Partners, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.

 

We make it easy

 

The goal of financial independence is too important to leave to chance. The first step to making your dreams a reality is having the right people behind you.

What makes us different?

  • Excellent Service
  • Personal Care
  • Regular Communication
  • Comprehensive Planning
  • Objective Recommendations
  • Peace of Mind

 

Understanding Your Statement 

Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. Overall, the addition of these new sections to your year-end statement aims to enhance your understanding of the overall performance of your investments as well as the cost and compensation related to your accounts.

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Our Perspective

Rana Chauhan, Counsel’s Chief Investment Strategist, cuts through the fog and discusses what's happening in the Canadian, U.S. and international markets over the quarter, and explains how the Counsel Portfolios are positioned. Rana tackles the recent market volatility and reminds your clients to remain rational, have perspective, and practice patience.Full Screen