• 10 Ways to Grow your RRSP

    10 Ways to Grow your RRSP

    Most people know RRSPs are important when it comes to saving for retirement. What you might not know is how to get the most out of your RRSP for both of these goals?

    Learn how to grow your RRSPs
  • Your Future is In Good Hands

    Your Future is In Good Hands

    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

    Book your Appointment Today
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    Take your first Steps to Financial Freedom

    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

    Give us a call today
  • Is Retirement closer than you Realized?

    Is Retirement closer than you Realized?

    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

    Don't wait! Contact us today.
Invest on Purpose for a PurposeBringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Lee Mosley

Our clients know they can rely on:

  • a defined, consistent approach to financial planning 
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
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Latest Blog Posts

Get Fiscally Fit for 2014

1 January, 2014

Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

Cure Retirement Anxiety

23 December, 2013

Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes. Listen Now

The Value of Financial Advice

The Value of Financial AdviceGrowing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages. Learn how we can help you!
  • Twenty five years ago, I met Lee Mosley through a mutual business associate and have never looked back! would recommend Lee Mosley to anyone who is seeking a Financial Advisor and Investment Manager.

    - Deanna Bliuvas
  • He regularly provided updates and has always been available to answer questions and explain options in our portfolio. We have been more than pleased with Lee’s service and highly recommend him.

    - Lynne & Dave Michaels