
Rahim Dhalla
With over 20 years of experience in the financial services industry, I partner with financial advisors as an... | Toronto, Toronto, Canada
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Rahim Dhalla’s Emails ra****@co****.com
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Rahim Dhalla’s Location Toronto, Toronto, Canada
Rahim Dhalla’s Expertise With over 20 years of experience in the financial services industry, I partner with financial advisors as an investment consultant, and collaborate with senior committee members on the strategic development and vision of our investment solutions and services. I am also a key forward-facing brand ambassador who provides keynote presentations on behalf of IPC Private Wealth and Counsel Portfolio Services. DIRECTOR PORTFOLIO MANAGEMENT I lead and mentor a team of portfolio strategists; collectively, we partner with our Advisors to help them define their investment philosophy, systematize their portfolio management process and optimize the investment experience of their clients. COUNSEL PORTFOLIO SERVICES As a Senior Officer on our Product Management Strategic Committee, we collectively oversee the product development of Counsel Portfolio Services’ funds and portfolios to help provide optimal performance for our clients. Counsel Portfolio Services is a comprehensive portfolio service company centered on providing investors with a disciplined approach to investing for the long-term. www.counselservices.com ADVOCATE FOR IPC PRIVATE WEALTH I am a Portfolio Manager and an advocate for the IPC Private Wealth program, which is a discretionary program for high net worth clients. I am an active keynote speaker at various conferences throughout North America to help educate Advisors about the value of this program. I’m deeply passionate about the financial services industry and I am proud to be a part of IPC and influence the development and growth of our offerings which provide value to our Advisors and their clients. In addition to these leadership roles at IPC, I am also an Adjunct Professor at Seneca College and teach the Canadian Investment Funds Course for Investment Funds Institute of Canada
Rahim Dhalla’s Current Industry Investment Planning Counsel
Rahim
Dhalla’s Prior Industry
Investment Planning Counsel
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Seneca College
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Work Experience

Investment Planning Counsel
Director, Portfolio Management
Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Investment Planning Counsel
Manager, Portfolio Analytics -- Counsel Portfolio Services
Fri Dec 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Seneca College
Adjunct Professor, Canadian Investment Funds Course
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Investment Planning Counsel
Portfolio Analyst -- Counsel Portfolio Services
Sun Feb 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Investment Planning Counsel
Senior Trust Analyst
Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)