|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.
Jim Greenwood, CFP®
Since 1994 Jim Greenwood has been dedicated to helping families, individuals and business owners create a comfortable financial plan to help them achieve their goals. Jim and his team strive to simplify the often complex financial situations that arise throughout one’s life. “Your Future is our Business”, our mission statement, speaks to the superior level of professionalism that Jim practices with each and every client. He draws on the expertise of his team and network of specialists to provide an exceptional level of customer service. A lifelong resident of Regina, Jim is a graduate of the University of Regina with a Business Administration degree focused on Marketing. In his spare time he is very active, participating in triathlons and marathons culminating in the running of the 2006 Boston Marathon, 2009 New York Marathon and the 2014 World Triathlon Championships in Edmonton. He has been married to his wife Kelly for over 21 years and has two wonderful children, Hailey and Drew.