Our Consultants

Suzi Wills

Suzi Wills
Financial Advisor
IPC Investment Corporation

Suzi Wills works with IPC Investment Corporation’s Advisors and clients to create customized investment strategies. With more than 25 years of experience in the investment industry, Suzi has
witnessed market fluctuations over the years but has always maintained the trust of our clients by providing consistent, sound advice.

Through IPC Investment Corporation, Suzi provides access to best-in-class portfolio managers from leading investment firms around the world. The Weichel Team depends on Suzi for her deep knowledge of the right products and services to help our clients maximize their potential. Suzi prides herself on listening to each client’s situation, and tailoring their portfolio to best support their goals. From helping a young client open an RESP to determining appropriate retirement income streams for our most senior clients, Suzi considers it a privilege to be part of that experience. Suzi has earned and maintained the trust of her clients by focusing on financial planning solutions that work.

 

James Bisson

James Bisson, CFP®, EPC
Financial Planner

The Weichel Team accesses the expertise of James Bisson to create comprehensive financial plansfor our clients. Before creating 3D Financial Solutions, James spent more than two decades working in the financial industry for several large Canadian organizations. Through his extensive experience in investing, business and tax planning, pensions, insurance and estates, James provides our clients with a well-rounded perspective and holistic approach to wealth planning. In addition to taking on various roles in the financial industry over the years, James has also completed the Certified Financial Planner™ (CFP®) Program and Elder Planner Counselor (EPC) designations. His broad financial planning experience also includes corporate
structures, trusts, agreements and business succession planning. James has been recognized with several awards, and is a great asset to The Weichel Team.

 

Shane Carter

Shane Carter

Financial Advisor

IPC Investment Corp.

Shane Carter has been working with families, business owners and professionals to help provide them with financial planning strategies and solutions for 10 years. His focus on simplifying the planning process for clients has been instrumental in growing his practice. He values strategies and tactics that provide choice and flexibility for his clients.
Shane learned early on that having a proactive approach to planning led to tremendous opportunities for his clients. This is enhanced by Shane’s ability to work as a team with other professionals, such as The Weichel Team. At age 37, Shane feels that his experience and his ability to provide clients with advice for the next 30 years is of tremendous value to his clients.

 

Aaron Carter

Aaron Carter

Licensed Assistant

IPC Investment Corp.

Aaron Carter assists Shane Carter in providing business owners and professionals with financial services relating to wealth accumulation and protection. With an extensive network of allied
professionals, Aaron is able to meet the unique financial needs of their clients. Aaron specializes in developing efficient investment portfolios and insurance solutions to mitigate risks which allow their client’s to reach their financial goals.

 

Don Shaughnessy

Don Shaughnessy
Associate, The Protectors Group


Don has spent 43 years in the financial services business. He presently is involved with estate, succession and business planning at The Protectors Group. Don received a degree in Mathematics from the University of Waterloo in 1968. After graduating as a chartered accountant in 1971, standing among the top 20 candidates in Canada in the uniform final exam, he spent 10 years as a partner in an international firm of chartered accountants. For the past 28 years, he has been involved in the life insurance business specializing in tax effective solutions to estate, business succession, business structure, and deferred income problems.

 

Mark Porter

R. Mark Porter, BBA
Vice-President, The Protectors Group – Benefits


Prior to joining The Protectors Group in 2003, Mark worked for 3 years in The Greater Toronto Area for a major insurance company. During this time he developed a working knowledge of trends in Group Insurance underwriting, plan design, cost containment initiatives and next generation system capabilities. In 2000 Mark graduated from Wilfrid Laurier University with a Bachelor of Business Administration, Honours with Co-Operative Option, including an emphasis in Sales and Marketing. A strong analytical background, coupled with a comprehensive knowledge of the benefits industry has allowed Mark to bring a fresh perspective to his clients.

 

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 subadvisors,he hosts due diligence sessions with Advisors and selected investment specialists. As host of Counsel’s quarterlyMarket 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 Physicsfrom University of London in England.

 

Michael Kelly

Michael Kelly, CIM®, FCSI®
Regional Vice President & Portfolio Manager,

IPC Private Wealth, IPC Securities Corporation


As Regional Vice President and Portfolio Manager, Managed Solutions 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 Portfolio Manager 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 division of IPC Securities Corporation. Member of the Canadian Investor Protection Fund. 
 
Corrado Tiralongo

Corrado Tiralongo
Chief Investment Officer,

Counsel Portfolio Services


Corrado Tiralongo is the Chief Investment Officer and lead Portfolio Manager for Counsel Portfolio Services. As CIO, Corrado oversees Counsel’s investment policies and portfolio monitoring
programs. He is responsible for the selection and monitoring of Counsel’s external investment specialists. He also oversees the regular due diligence assessments and risk management evaluation of all Counsel funds and portfolios. 

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.