Bringing almost 20 years experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

George Fiotakis

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.


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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Make the Most out of a Severance & Early Retirement Package

This Special Report will help you better understand the components of a severance or early retirement package, as well as the options and considerations related to each.

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  • George Fiotakis has been our financial advisor for 10 years. He is professional, personable and caring. We feel that he treats our investments as if they were his own. He has taken the time to know us, our needs and goals, and has structured our financial plan accordingly. He is always available for questions and responds quickly. We value his advice.

    - Ed and Donna Wong
  • George has been my financial advisor for over fifteen years. He has consistently been 100% supportive, very informative, and totally empathetic to my needs. I could not imagine a more responsive, authentic individual and I have referred him to many of my friends who have also been extremely pleased

    - F.V. Rogers