Bringing over 23 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Brandi SakalukCFP®

Wealth Advisor

Meet I specialize in helping clients identify their own financial goals, putting visions and numbers together for the future, and working my way backwards to figure out what we need to do today to mak...
Read more

Our Consultants

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services