Counsel portfolios

Because a well-crafted portfolio solution should be greater than the sum of its parts

Our Solutions

Each of our Portfolio Solutions are expertly crafted to ensure an optimal mix of asset classes, geographic allocation, and investment styles so you can enjoy the benefit of a well-diversified portfolio.

Well-diversified 

But we don’t stop once a portfolio solution is crafted. We aim to keep each portfolio solution well optimized at all times through continuous research of investment opportunities across markets and regular portfolio rebalancing.

Continuously rebalanced

Counsel Essentials Portfolios

Cost-effective ETFs

Active oversight

Invest in key markets

Our lower-cost Counsel Essentials Portfolios are efficiently managed with features that make for smart investing. Counsel Essentials Portfolios are globally diversified and skillfully crafted using a selection of cost-effective ETFs, with active oversight for efficient management.

Counsel Focus  Portfolios

Active stock and bond selection

Growth-focused equity managers

Simple, streamlined portfolios

Counsel Focus Portfolios are constructed to provide a simple, cost-efficient investment using a few easy-to-understand elements: top equity specialists focused on growth companies and a core Canadian fixed income component to help act as a buffer against volatility. That’s it. 

Counsel Income Portfolios

Yield from multiple sources

Fixed distribution options

Counsel Income Portfolios offer a range of options, all designed to deliver consistent monthly income to satisfy your specific cash flow needs.

Counsel Retirement Portfolios

Aim to protect and grow savings

Mitigate inflation before and during retirement

Help minimize portfolio losses during periods of down markets

Designed with the wealth accumulation needs of the retired and pre-retirement investor in mind, Counsel Retirement Portfolios aim to reduce the impact of market declines on the value of your investments and offer long-term growth potential to help offset the corrosive effects of inflation.

Counsel Strategic Portfolios

Multi-manager, globally diversified

Combines factor strategies and high-conviction investment expertise

Well-rounded, all-in-one portfolios

Globally focused, multi-asset class investment strategies utilizing a comprehensive multi-manager approach that combines high-conviction active strategies with an allocation to multi-factors to help ensure effective diversification across investment styles and to provide exposure to the positive ‘market factors’ that drive performance over time

IPC Private Wealth Visio Pools

Concentrated set of high-conviction stocks picked by leading portfolio managers

Laddered bond strategy for reduced volatility

Added diversification with ETFs from around the world

IPC Private Wealth Visio Pools combine an investment approach traditionally accessible only to investors in separately managed account programs with the simplicity of a globally diversified single-solution portfolio. Each Pool invests in a concentrated selection of stocks representing the best-ideas approach of leading portfolio managers, and a laddered bond strategy to help reduce volatility. Each pool is complemented with an allocation to exchange-traded funds (ETFs) for global diversification. 

Single Strategy Funds

Seasoned investment specialists with proven expertise in their specific asset class or investment approach

Each Fund is designed with a specific purpose in mind, to help you achieve your targeted objective

Targeted strategies that leverage the knowledge and expertise of world-class money managers. Each single-strategy fund is designed to achieve its objective using a singular investment approach or methodology. The Funds are actively managed by experts in their respective asset class, geographic region, or investment style, making them ideal as a complement to a broadly diversified portfolio, or on their own as focused investment strategies.​

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