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Counsel Wealth Management

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United States

Founded in

1987 (38 Years)

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Get to know Counsel Wealth Management

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.

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  • Financial Wealth ManagementPRIMARY
  • Financial Insurance
  • Financial Other Service

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