Our Consultants

Karla Wiens

Karla Wiens, CFP
Mortgage Planner
Mortgage Intelligence


I am a Certified Financial Planner, and Accredited Mortgage Professional. Many people are seeking the advice of professional investment advisor to help them sort through their investment choices. My role as a Mortgage Planner is to provide professional, unbiased advice to help people make better mortgage decisions. This advice carries on well past the initial mortgage... encompassing annual reviews, debt/cash flow analysis, options for renewal, etc.   
 

Rana Chauhan

Rana Chauhan
Chief Investment Strategist
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.  
 

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.