Rahim Dhalla
Analyst-Equity presso Counsel Portfolio Services, Inc.
Profilo
Mr. Rahim Dhalla is a Director of Portfolio Management at Counsel Portfolio Services, Inc. He is responsible for developing and leading a team of analysts who work with Investment Planning Counsel's (IPC) Advisors across Canada to help them define, analyze and construct portfolio solutions based on their customized investment thesis and unique investment needs.
He is also responsible for conducting regular attribution reviews and performance modeling on Counsel’s investment solutions.
Mr. Dhalla also assists the Chief Investment Officer in conducting regular qualitative reviews of Counsel’s investment specialists.
He is a member of various strategic committees, including Counsel’s Product Sub-Committee which is responsible for introducing changes to Counsel investment solutions.
He has been involved in the investment industry since 2001.
Mr. Dhalla joined Counsel in February 2004 as a Portfolio Analyst and was promoted to his current role in July 2010.
Prior to joining Counsel, Mr. Dhalla was an analyst within the accounting division of Investment Planning Counsel.
He teaches the Canadian Investment Funds Course (IFIC) for the Investment Funds Institute of Canada as a part-time instructor at Seneca College.
He is a graduate of University of Western Ontario, with a major in Statistics.
He holds the Canadian Investment Manager (CIM) designation.
Posizioni attive di Rahim Dhalla
Società | Posizione | Inizio |
---|---|---|
Counsel Portfolio Services, Inc.
Counsel Portfolio Services, Inc. Investment ManagersFinance Founded in 1999, Counsel Portfolio Services, Inc. is an investment advisor located in Mississauga, Ontario. The firm is a subsidiary of Investment Planning Counsel, Inc. Their ultimate parent is Power Financial Corp. (TSX: POW). | Analyst-Equity | 01/02/2004 |
Precedenti posizioni note di Rahim Dhalla
Società | Posizione | Fine |
---|---|---|
Investment Planning Counsel, Inc.
Investment Planning Counsel, Inc. Investment ManagersFinance Investment Planning Counsel, Inc. (IPC) is an investment management firm headquartered in Mississauga, Canada. The firm was founded in 1996 by Chris Reynolds and Steve Meehan. In 2023, they were acquired by The Canada Life Assurance Co., which is ultimately owned by Power Financial Corp. (TSE: PWF). IPC provides client-focused advisory services to Canadian clients. | Corporate Officer/Principal | - |
Formazione di Rahim Dhalla
University of Western Ontario | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
Counsel Portfolio Services, Inc.
Counsel Portfolio Services, Inc. Investment ManagersFinance Founded in 1999, Counsel Portfolio Services, Inc. is an investment advisor located in Mississauga, Ontario. The firm is a subsidiary of Investment Planning Counsel, Inc. Their ultimate parent is Power Financial Corp. (TSX: POW). | Finance |
Investment Planning Counsel, Inc.
Investment Planning Counsel, Inc. Investment ManagersFinance Investment Planning Counsel, Inc. (IPC) is an investment management firm headquartered in Mississauga, Canada. The firm was founded in 1996 by Chris Reynolds and Steve Meehan. In 2023, they were acquired by The Canada Life Assurance Co., which is ultimately owned by Power Financial Corp. (TSE: PWF). IPC provides client-focused advisory services to Canadian clients. | Finance |
- Borsa valori
- Insiders
- Rahim Dhalla