Bringing over 18 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

watermark financial group

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.


Latest Blog Posts

Newsletter January 2022

Filed Under: Special Reports and Newsletters

12 January, 2022

As Covid continued to disrupt our lives through the course of 2021, the reduction in travel did free up some time for Jamey and Dave... Read more

Newsletter January 2020

Filed Under: Special Reports and Newsletters

24 January, 2020

As I ponder what to write, I look back fondly over the past 10 years. Yes, it was 10 years ago that I joined what was then known as... Read more

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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  • I have relied on Jamey Morse's financial expertise for well over 7 years. He is focused on my best financial interests and has taken the necessary steps to ensure I have sufficient funds well into my senior years. Without Jamey, retirement wouldn't be a reality at age 61.

    - M. Johnson
  • Sandy Esposito brings a real “human touch” to our discussions. She is patient, helpful and very kind. We always leave feeling that we are in good hands, and we trust Sandy’s judgement implicity. We are SO glad that she is there taking care of our investments.

    - K & M Boylan