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. 
 

Aaron Cann

Wayne Gillespie
Senior Portfolio Strategist
IPC Private Wealth


Wayne supports IPC Advisors in designing and customizing high net worth portfolio solutions to meet the specific wealth management needs of their clients. Wayne leverages his deep and varied industry experience to support Advisors in this capacity.  

Prior to joining IPC, Wayne was Vice President & Director, Portfolio Manager for the Highview Financial Group. At Highview, he was the Supervising Portfolio Manager for discretionary management Advisors with over $850 million in assets under management. He’s also held positions as Director & Vice President for Glen Ardith Co. Ltd., Portfolio Manager for the National Bank Correspondent Network, and Regional Director, Private Client Services for CIBC Trust, where he led a team of portfolio managers overseeing over $800 million in segregated securities.  

IPC Private Wealth is a program offered exclusively by IPC Securities Corporation. Member of the Canadian Investor Protection Fund.

Peggy A. Sheppard

Peggy Sheppard - AMP, EPC 
Mortgage Agent (Lic.# M08004209) 
Invis (Lic.# 10801) 

E-mail: peggysheppard@invis.ca

 

My goal is helping clients get not only a great rate, but true honest advice and clarity about the products and options available to them. I will work closely with you to help accomplish an overall long term strategy that corresponds with your other financial goals.
 
In 2007, I moved to British Columbia to become the Mortgage Broker and Regional Manager of British Columbia and Alberta with IPC Save and in 2013, I joined Invis Inc., as a Mortgage Broker, through the strategic alliance established between Investment Planning Counsel and Invis Inc. I have a strong banking background which includes over 20 years of experience in strategic credit management, personal lending and mortgages. I am actively licensed in British Columbia, Alberta and Ontario. All of this experience gives me an edge when assisting you with your homeownership. 

Mortgage Broker services provided by Invis (Lic. #: ON 10801 | SK 315928).

 

Aaron Cann

Aaron Cann, BSc., CIM® 
Regional Vice President & Portfolio Manager
IPC Private Wealth

 

As Regional Vice President & Portfolio Manager for IPC Private Wealth, Aaron partners with us to develop personalized solutions to protect and build the wealth of our high net worth clients.

He helps to identify your wealth and lifestyle goals to create a customized and tailored investment solution; which looks to deliver a prudent risk-adjusted rate of return. To manage client portfolios, Aaron works closely with the IPC Private Wealth Portfolio Management Team and the independent investment specialists who provide on-going advice for the Program.

Aaron is differentiated by the tremendous amount of industry-specific experience he has, as well as the extensive experience in dealing exclusively within the high net worth segment.

He has a Bachelor of Science from McMaster University and he holds the designation of Chartered Investment Manager (CIM)®.

IPC Private Wealth is a program offered exclusively by IPC Securities Corporation. Member of the Canadian Investor Protection Fund.

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.