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Bringing over 27 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Dennis Financial Team

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

Is Your Financial Plan On Track?

Does you current Advisor have your best interests in mind? Refer to this list of 10 Questions to Ensure you have the right Advisor so that you can keep your financial plan on track.

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Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.

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  • Barry has served us well. He earned our trust by listening to our needs and concerns and by guiding us in a direction that has not only been effective but comfortable to Iive with. Barry carefully developed a portfolio to meet our very specific situation and has monitored it diligently, keeping us well informed. We have been retired and living our dream for the past ten years.

    - Bob & Bea, Passmaquoddy Bay
 
  • Barry has served us well. He earned our trust by listening to our needs and concerns and by guiding us in a direction that has not only been effective but comfortable to Iive with. Barry carefully developed a portfolio to meet our very specific situation and has monitored it diligently, keeping us well informed. We have been retired and living our dream for the past ten years.

    - Bob & Bea, Passmaquoddy Bay