|Rahim Dhalla, CIM |
Director, Portfolio Management
Counsel Portfolio Services
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.
|Rana Chauhan |
Chief Investment Strategist
Counsel Portfolio Services
Rana Chauhan is the Chief Investment Strategist for Counsel Portfolio Services. As Chief Investment Strategist, Rana maintains a close relationship with all of Counsel’s investment specialists, allowing him to keep his finger on the market’s pulse and on global economic developments. He is responsible for helping Advisors understand how economic and market events impact their clients’ investments.
Rana also provides research and development support to Advisors. Acting as an institutional conduit to Counsel’s sub-advisors, he hosts due diligence sessions with Advisors and selected investment specialists. As host of Counsel’s quarterly Market Monitor Audiocasts, Rana gets market perspectives from Counsel’s investment specialists, asking the questions that are on the minds of investors.
Rana was instrumental in the creation of Counsel Portfolio Services. He was previously the Investment Strategist for Investment Planning Counsel Inc., prior to which he had spent two years as a Canadian Equity Analyst with a Municipal Pension Fund, and two years as an International Equity Analyst with a U.S. Bank. He has been involved in the investment industry since 1987.
Rana is a member of Counsel’s Product and Investment Committees and a graduate of Medical Physics from University of London in England.
|Matthew Conrad, B. Comm, FCSI®, CIM®, RRC® |
Investment Advisor & Portfolio Manager
IPC Securities Corporation
Matthew Conrad accepted an invitation to join IPC Securities Corporation and provides over thirteen years of investment industry experience, including past work experience with two of Canada’s largest bank-owned broker dealers. Matthew oversees one of IPC’s premier wealth management practices, primarily focusing on clients who have in excess of $500,000 or more in investable assets. Service offerings include investment advice, financial planning, retirement planning, estate planning, and tax planning solutions for clients. Matthew holds a Bachelor of Commerce degree, and has completed many industry courses which led to earning the Fellow of CSI (FCSI®) designation, the Chartered Investment Manager (CIM®) designation, and the Registered Retirement Consultant (RRC®) designation. His industry experience and education credentials allow him to work in the registered representative category of both Investment Advisor and Portfolio Manager.
|Richard Allatt, AMP, CPMB |
Mortgage Broker (Lic#M08000111)
Mortgage Intelligence (Lic#10428)
Richard joined MI in 2013 through the strategic alliance established between Investment Planning Counsel and Mortgage Intelligence and brings over 30 years of experience in credit management, personal lending and mortgages. Richard’s career encompasses a wide array of achievements and responsibilities with various Canadian financial institutions which include such roles as Senior Mortgage Underwriter, Senior Lending Officer and Area Lending Manager. Richard was also an owner/broker of a private mortgage brokerage firm. These experiences have enabled Richard to provide a wide variety of financial solutions to fit each of his clients needs. Richard is also a registered Mortgage Salesperson in Manitoba.
Mortgage Broker services provided by Mortgage Intelligence (Lic#: ON 10428 | SK 315857).