|Richard Allatt, AMP, CPMB |
Accredited Mortgage Professional
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 | SK 315857).
|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, CIM®, FCSI® |
Regional Vice President,
IPC Private Wealth
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 Canadian 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.
|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.