|Suzi Wills |
IPC Investment Corporation
Suzi Wills works with IPC Investment Corporation’s Advisors and clients to create customized investment strategies. With more than 25 years of experience in the investment industry, Suzi has
witnessed market fluctuations over the years but has always maintained the trust of our clients by providing consistent, sound advice.
Through IPC Investment Corporation, Suzi provides access to best-in-class portfolio managers from leading investment firms around the world. The Weichel Team depends on Suzi for her deep knowledge of the right products and services to help our clients maximize their potential. Suzi prides herself on listening to each client’s situation, and tailoring their portfolio to best support their goals. From helping a young client open an RESP to determining appropriate retirement income streams for our most senior clients, Suzi considers it a privilege to be part of that experience. Suzi has earned and maintained the trust of her clients by focusing on financial planning solutions that work.
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R. Mark Porter, BBA
Vice-President, The Protectors Group – Benefits
Prior to joining The Protectors Group in 2003, Mark worked for 3 years in The Greater Toronto Area for a major insurance company. During this time he developed a working knowledge of trends in Group Insurance underwriting, plan design, cost containment initiatives and next generation system capabilities. In 2000 Mark graduated from Wilfrid Laurier University with a Bachelor of Business Administration, Honours with Co-Operative Option, including an emphasis in Sales and Marketing. A strong analytical background, coupled with a comprehensive knowledge of the benefits industry has allowed Mark to bring a fresh perspective to his clients.
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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 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 Physicsfrom University of London in England.
Michael Kelly, CIM®, FCSI®
Regional Vice President & Portfolio Manager,
IPC Private Wealth, IPC Securities Corporation
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.
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Chief Investment Officer,
Counsel Portfolio Services
Corrado Tiralongo is the Chief Investment Officer and lead Portfolio Manager for Counsel Portfolio Services. As CIO, Corrado oversees Counsel’s investment policies and portfolio monitoring
programs. He is responsible for the selection and monitoring of Counsel’s external investment specialists. He also oversees the regular due diligence assessments and risk management evaluation of all Counsel funds and portfolios.