Counsel Portfolio Services Revenue

Financial Services • Mississauga, Ontario, Canada • 1-10 Employees

Counsel Portfolio Services revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Counsel Portfolio Services

Omari Whyte

Regional Vice President

Company overview

Headquarters	2680 Skymark Avenue, Suite 700, Mississauga, Ontario L4W 5L6, CA
Website	counselservices.com
NAICS	52
Keywords	Portfolio Management, Mutual Funds, Investment Management
Founded	1997
Employees	1-10

About Counsel Portfolio Services

Established in 1997 and headquartered in Mississauga, Ontario. Counsel was formed to support the partnership between Advisors and their clients. We have since grown to offer investors a broad array of long-term investment solutions. Counsel is a wholly-owned subsidiary of Investment Planning Counsel Inc., in turn; majority owned by IGM Financial Inc. IGM Financial is listed on the Toronto Stock Exchange and is a member of the Power Financial Corporation. Counsel Portfolio Services is a comprehensive portfolio service company centered on providing investors with a disciplined approach to investing for the long-term. We achieve this in partnership with Advisors. Together, we are dedicated to providing investors with a sound intellectual framework to help them make effective long-term investment decisions. We achieve this through the continuous research, selection & monitoring of investment specialists, and by providing solutions that are efficiently diversified and effectively managed. We provide Advisors with innovative practice management tools that enable them to deliver ideal investment solutions to their clients. We support Advisors in delivering an outstanding service experience as their clients can live their dreams.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Counsel Portfolio Services has never raised funding before.

Counsel Portfolio Services Tech Stack

Discover the technologies and tools that power Counsel Portfolio Services's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HSTS

Security

Google Analytics

Analytics

Duda

CMS

Linkedin Insight Tag

Analytics

styled-components

Development

Priority Hints

Performance

Google Tag Manager

Tag managers

Nginx

Reverse proxies

Frequently asked questions

Counsel Portfolio Services is located in Mississauga, Ontario, CA.

Counsel Portfolio Services generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Counsel Portfolio Services has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Counsel Portfolio Services was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

Counsel Portfolio Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Counsel Portfolio Services

Omari Whyte

Regional Vice President

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