Our Consultants

Rana Chauhan

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.
 

Michael Kelly

Michael Kelly
Regional Vice President, IPC Private Wealth
IPC Securities Corporation

As Regional Vice President for IPC Private Wealth, Michael works with IPC Advisors to creates customized investment strategies for 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 Private Wealth, 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. 
 

PPI Solutions

PPI Solutions

PPI Solutions, a leading marketer of insurance solutions, supports our IPC team with technology, tools, education and resources to help us better serve our clients. Established in 1978 and with 16 offices across Canada, PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in the design of innovative strategies and ground-breaking products.


PPI’s complementary marketing channels are PPI Advisory, dedicated to the high net-worth market, and PPI Solutions, serving the broader Canadian market. Through independent insurance advisors, PPI provides our team with access to individual life insurance, critical illness insurance, long term care insurance, disability insurance, group insurance and executive benefits from major Canadian insurers.

 

Geoff Taylor

Geoffrey Taylor, CFA

Director, Portfolio Management & Head of Trading

IPC Portfolio Services Inc.

As part of Ian Bgnell's financial team, Geoffrey Taylor works closely with our group to implement the Private Wealth solution that fits your needs.

Geoffrey Taylor assumed the role as Director of Portfolio Management and Head of Trading for IPC Private Wealth since July, 2016.  Geoff has been involved with IPC Private Wealth since its launch in 2009, in various roles with the team. Most recently, Geoff was a member of the portfolio Construction team, working with Advisors to help them devise portfolio solutions for their clients.

Geoff has over 20 years experience in the investment industry. Prior to assuming his role with IPC Private Wealth, he was with a national full service boutique investment dealer for number of years where he headed the portfolio advisory group and was responsible for helping advisors in their relationships with high value investors. Previously, Geoff was an Advisor as part of a high net worth investment team at a major bank-owned investment firm. Additionally, he has held other advisory, trading and investment banking positions with various large Canadian bank-owned securities dealers and investment counsel firms.

Geoffrey is a CFA Charterholder and holds the Canadian Investment Manager (CIM) designation, along with numerous industry courses.  Geoff has held the CFA designation since 2001 and the CIM designation since 1997. Geoff is registered with IIROC as a Portfolio Manager and as a Registered Representative.

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.