Our Consultants



John Colangelo

 John Colangelo
Regional Vice President, Counsel Portfolio Services

 
As Regional Vice President for Counsel Portfolio Services, John Colangelo is responsible for supporting Advisors in the East & North of the Greater Toronto Area and Atlantic Canada. John is uniquely qualified to help Advisors identify and take advantage of business growth opportunities. This includes guiding them in implementing the tools and processes of the Total Client Experience within their business.

John has over 16 years of experience in sales within the financial services industry. In this time, he has successfully helped numerous fund companies grow their businesses by cultivating strong business relationships with Advisors. Prior to joining Counsel, John was Vice President, Sales for a boutique asset management firm. Before that, he worked with several major national fund companies as Regional Sales Manager and Regional Vice President.

John earned his BA with a major in Economics from the University of Guelph. He has also completed his Canadian Securities Course.

Rana Chauhan

 Rana Chauhan

Rana Chauhan is the Chief Investment Strategist for 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.

Mr. Chauhan is a graduate of Medicine and Physics from University of London in England.


Richard Allatt

 Richard Allatt
IPC Mortgage Broker (Lic.# M08000111)
IPC Save Inc. (Lic.# 10227)

Richard joined IPC in June 2002 and is a licensed mortgage broker who 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. These roles included: Senior Mortgage Underwriter and Senior Lending Officer, Area Lending Manager, and was an owner/broker of a private mortgage brokerage firm. This experience enables him to provide a wide variety of financial solutions to fit each client’s needs.

Carolyn O’Hearn

 Carolyn O'Hearn
Insurance Business Development
IPC Estate Services Inc.

Carolyn O'Hearn has been in the insurance industry since 1992, and has achieved the industry designations of LLQP. She provides sales support to IPC Advisors on risk management and estate planning issues, with particular expertise in all insurance and annuity products.

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.