GTA

Because you want to grow more than your portfolio

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engage Relationships

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

VOA-0

0

No Advice

VOA-1

4 - 6

Years of advice

VOA-2

7 - 14

Years of advice

VOA-2

15 +

Years of advice

VOA-PDF-Button
E-BOOKHuman Dimension of Advice
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
10 Question Assessment

Top 10 Questions to Ask Yourself

Move forward with financial confidence

Take the assessement
 

Don't just chase your dreams

Let us help you plot a path!

Choose to work with Dunphy Molloy & Associates and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

 

Meet the team


Meet the Team

 

Insights

For advice that makes a difference

3 May, 2023

Home Ownership Plans

Wondering how the new First Home Savings Account (FHSA) works with existing programs to help you save for a home? Gain a better understanding...

20 April, 2023

Preparing for the Next Cycle

In his Q1 update, Wayne Gillespie discusses the potential impact of the U.S. banking situation on the markets and how Counsel's Portfolio...

28 March, 2023

Global Financial Crises? A Volatile Start to 2023

When things move as rapidly as they have done over the past month, it’s often difficult to see the forest for the trees. Whether the...

Get started today

Work With Our Team

Find out what we can do for you.
There are no obligations, just possibilities.

Start a conversation