Consilium Financial

Financial Planning & Investment Counsel

OUR PHILOSOPHY

Consilium is Latin for wise counsel and prudent planning.

We endeavour to provide you with true consilium, helping you reach your financial goals through a disciplined planning process and by providing the highest quality of service.

Holistic financial advice that is tailored to your life. We start with you, your family, and your priorities.

MORALLY RESPONSIBLE INVESTING

Our investment process seeks out companies whose business strictly aligns with your moral code. We adhere to the traditional values of our society, and we believe our investment portfolio should as well.

“The private sector must be not only an engine of growth and productivity, but also a reflection of our values and priorities, a contributor to the common good. Examples of greed and misconduct must be replaced with models of corporate responsibility.”

– USCCB Investing Guidelines

Need more details? Contact us

We are here to assist. Reach out by phone or email.

IAS, Your Trusted Partner

Industrial Alliance Securities inc. (IAS) is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services inc. Our parent company is listed on the Toronto Stock Exchange under the ticker symbol IAG and manages assets of over 112.9 billion dollars. The value of shares in circulation is over 4.3 billion dollars. Its growth and financial strength make it one of the largest public companies in Canada.

IAS has been operating since 2002 with an extensive network of service points across Canada. We offer a full range of financial products tailored to your needs.

Industrial Alliance Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Securities is a trademark and a business name under which Industrial Alliance Securities Inc. operates.

This is not an official website or publication of iA Securities and the information and opinions contained herein do not necessarily reflect the opinion of iA Securities. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Securities, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities.

The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.