Our Consultants

 

consultant

Rana Chauhan

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 subadvisors,he hosts due diligence sessions with Advisors and selected investment specialists. As host of Counsel’s quarterlyMarket 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.

consultant

Rahim Dhalla, CIM

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.

consultant

Micheline Varas, BA, RHU, RFC, EPC, GBDS

Micheline joined Customplan Financial Advisors in 1994, where she currently holds the position of Sr. Vice President, Living Benefits as well as Managing Partner of Customplan’s new Ontario division.
She began her career in the Financial Services Industry over 20 years ago and has developed a solid reputation working in conjunction with several insurers and their respective underwriters. She is a consulting resource to financial advisors, large institutions and corporations on executive compensation and pension maximization planning.
Micheline has extensive experience assisting personal and corporate clients with creative, cost and tax effective solutions and concepts specifically in the areas of Income Replacement, Critical Illness and Long Term Care Insurance. She is the first Canadian recipient of the GBDS (Group Benefits Disability Specialist) designation.
A current Top of the Table (MDRT) member, she has numerous industry and non-industry publications, holds various training and educational events and has been a speaker at numerous international congresses (including The Million Dollar Round Table). Micheline is one of the founding moderators for the Canadian Initiative for Elder Planning Studies.

consultant

Michael Kelly, CIM®, FCSI®

As Regional Vice President and Portfolio Manager, Managed Solutions for IPC Private Wealth, Michael works with IPC’s Advisors to create customized investment strategies for their high net worth clients. In this capacity, Michael analyzes a client’s current investment plan relative to their overall investment opportunities, assesses their risk profile and recommends investment solutions that aim to target their specific goals and objectives. To manage client portfolios, Michael works closely with the IPC Private Wealth Portfolio Manager and the independent investment specialists who provide on-going advice for the Program. Prior to joining IPC, Michael held positions in advisory, consultancy and branch management functions at major bank-owned firms. He has over 18 years of experience in the financial services industry. Michael has a Bachelor of Arts from the Athabasca University, and he holds designations as a Canadian Investment Manager (CIM)® and Fellow of Canadian Securities Institute (FCSI)®.
IPC Private Wealth is a division of IPC Securities Corporation. Member of the Canadian Investor Protection Fund. 

consultant

Sabrina Smith

Sabrina joined Mortgage Intelligence in 2013 from IPC Save Inc. through the strategic alliance established between Investment Planning Counsel and Mortgage Intelligence. She joined the mortgage broker division, IPC Save Inc., when it was launched in 2002. Sabrina attributes her success to making client servicing her number one priority and diligently applies herself to meet the expectations of both the client and the planner.
Mortgage Broker services provided by Mortgage Intelligence (Lic#: ON 10428 | SK 315857).