|Michael Kelly, CIM®, FCSI® |
Regional Vice President & Portfolio Manager
IPC Securities Corporation
As Regional Vice President 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 Team 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 Chartered Investment Manager (CIM)® and Fellow of Canadian Securities Institute (FCSI)®.
IPC Private Wealth is a program offered by IPC Securities Corporation. Member of the Canadian Investor Protection Fund.
|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.
|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.