Counsel Wealth Management has expanded its range of investments to include Counsel Portfolio Component Funds, the Toronto-based company said Wednesday.

The new investment solutions complement Counsel’s existing range of strategic and tactical portfolios.

“This marks the next chapter for Counsel as a portfolio service provider,” says Sam Febbraro, Counsel’s president and CEO.

“Our expanded range of solutions will give our advisor partners greater flexibility, greater transparency and a wider choice of investment strategies when recommending a portfolio solution to their clients,” he explains.

The eight new investments offered under Counsel Portfolio Component Funds are:

> Counsel Canadian Value,

> Counsel Canadian Growth;

> Counsel U.S. Value;

> Counsel U.S. Growth;

> Counsel International Value;

> Counsel International Growth;

> Counsel Canadian Dividend; and

> Counsel Global Real Estate.


In addition, the following existing investment solutions are also offered under Counsel Portfolio Component Funds:

> Counsel Global Small Cap, formerly known as Counsel Select Small Cap;

> Counsel Fixed Income; and

> Counsel Money Market.

Counsel also announced the appointment of three new investment specialists to its roster of investment management experts.

The new additions to the team are Sionna Investment Managers Inc., Picton Mahoney Investment Management, and Montrusco Bolton Investments Inc.

The new appointments follow an extensive exercise to review, research, analyze and identify the ideal candidate for each investment mandate, Counsel says.

Counsel Wealth Management is a wholly owned investment management firm of Investment Planning Counsel Inc.

IE