Professional Advisory Board

One of the Principles of Wealth Creation (see Our Philosophy section) is to develop a professional advisory board - financial advisor, money managers, accountant, lawyer and a preferred lender.

Rana Chauhan

Rana Chauhan
rchauhan@counselwealth.com

Rana Chauhan is the Chief Investment Strategist for Counsel Portfolio Services. Prior to joining Counsel in 1998, Mr. Chauhan spent two years as a Canadian Equity Analyst with a Municipal Pension Fund. He also spent two years as an International Equity Analyst with a U.S. Bank and two years as an Investment Strategist for Investment Planning Counsel Inc. He has been involved in the investment industry since 1987.

Mr. Chauhan is a graduate of Medicine and Physics from University of London in England.


Rahim Dhalla

Rahim Dhalla
Director, Portfolio Management for Counsel Portfolio Services
rdhalla@counselwealth.com

As director of the Portfolio Analytics team, Rahim is responsible for the design and implementation of analytically based solutions to generate portfolio and sub-advisor risk profiles. These analyses are used to conduct portfolio composition and risk evaluation assessments on all Counsel investment solutions. He is responsible for conducting regular attribution reviews and performance modeling on Counsel’s funds and portfolios. Rahim also assists the Chief Investment Officer in conducting regular qualitative reviews of Counsel’s investment specialists.

Rahim is a graduate of University of Western Ontario, with a major in Statistics. He holds the Canadian Investment Manager (CIM) designation.


Richard Allatt

Richard Allatt - AMP 
Mortgage Broker
ON Lic.# M08000111
IPC Save Inc.(#10227)
rallatt@sympatico.ca

Richard is an accredited Mortgage professional who provides our clients with mortgages and lines of credit. Richard’s extensive knowledge and experience has been very beneficial in carefully implementing debt management strategies for our clients.

Marty Day

Marty Day
Chartered Accountant

marty@ipcadvisor.com  

Marty is a partner in the accounting firm of Day & Day. She provides accounting advice and tax return preparation for our clients. Marty is always available to answer questions where her knowledge and friendly manner are apparent.

Norm Pizzale

Norm Pizzale
Barrister & Solicitor
norm@ipcadvisor.com  

Norm is a partner in the law firm of Macnamara Pizzale in london. He provides legal advice and will preparation. Norm’s knowledge in the area of estate planning is an invaluable resource to our team.

 


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