Investing for the future

  • Portfolio Management
  • Integrated Credit & Investing Strategies
  • Responsible Investing
  • Living well in retirement
    • Retirement Planning

Managing my wealth

  • Financial Planning
  • Tax Minimization Strategies
  • Insurance-based solutions

Optimizing my business

  • Business Ownership Planning
  • Business Succession

Creating my family legacy

  • Estate Planning
  • Charitable Giving

PH&N Investment Counsel services graphic