|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.
|Michael Hobberlin, CFP, CLU, CH.F.C., RHU |
Estate Planning Platinum Consultant
Mike Hobberlin is our Estate Planning Specialist. He is available for case consultation to assist our team in providing innovative solutions for our high net worth individual & corporate business clients. Together we work with our corporate, farm and business owner clients to implement advanced ideas for business and farm succession planning. We also review advanced tax-saving and investment strategies available for corporations and high income earning business owners. These include Individual Pension Plans (IPP), Retirement Compensation Agreements (RCA) and Employee Profit Sharing Plans.
|Jerry Bosscher, AMP |
Mortgage Broker (Lic#M08003723)
Mortgage Intelligence (Lic#10428)
After a distinguished career in various other business organizations and over 20 years of business operation and leadership experience, Jerry joined Mortgage Intelligence as a mortgage agent from IPC Save Inc. through the strategic alliance established between Investment Planning Counsel and Mortgage Intelligence. Jerry is driven by helping clients succeed regardless of their circumstances and structures products to meet each client's specific needs. Jerry is committed to continuing education in order to ensure that the product that he recommends is the right match for each client he works with.
Mortgage Broker services provided by Mortgage Intelligence (Lic#: ON 10428 | SK 315857).
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.