Our Consultants

Rick Erven

Rick Erven, CFP®, CLU, CH.F.C.
Investment Advisor
IPC Securities Corporation


Rick has a planning based financial practice & especially enjoys working with clients to analyze their total financial picture to come up with understandable and efficient systems to meet their goals and objectives. His business focus is Estate and Retirement Planning.   
 

Rana Chauhan

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. 
 

Aaron Cann

Aaron Cann, 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.

Peggy A. Sheppard

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


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).

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.