|Lynne Hulme |
IPC Investment Corporation
We work closely with Lynne Hulme of IPC Investment Corporation. Lynne has been working in the financial services industry since 1992. She has successfully completed the Canadian Investments Funds course, as well as the Branch Manager’s Examination course through IFIC and has acquired the Life Insurance/Accident & Sickness (Level II) course. Lynne is committed to assisting in the best interest of the clients and their financial requirements.
|Richard Chuback |
Barrister and Solicitor
Hoffman, Sillery, Buckstein and Chuback
Phone: (416) 787-1162 - ext. 224
Richard will meet with you at our offices to prepare your Will and Power of Attorney.
|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
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.
|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 |
Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.