Our Consultants

Pat Flemming Pat Flemming
Senior Wealth Advisor
IPC Securities Corporation 

 

With over 15 years in the financial service industry and the Certified Financial Planner designation, Pat Flemming has become a “go-to” resource for Nova Scotia families who want to pay less tax, protect their wealth and achieve their financial goals. 

His strength as a communicator allows him to translate complex financial planning concepts into plain English for all of his clients – whether they’re working towards retirement or living their retirement dreams. He has also developed a systematic approach to help entrepreneurs who are looking to achieve a smooth exit from their business –– either through transition to a new generation, a new owner or some other creative solution to fund a retirement lifestyle. 

Prior to joining Investment Planning Counsel, Pat held progressively more senior roles with one of the country’s largest investment management firms and facilitated numerous public presentations on investment management. 

Today, Pat can be found coaching children’s hockey or enjoying time at home with his wife Sandra and their two children Cooper and Grace.

Connect with me: Pat Flemming LinkedIn

 

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.