Our Team

 

At CommonWealth Partners, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.

 

 

Tara-Lynn Byron

Financial Advisor

Tara-Lynn has been in the financial services industry for over twenty five years, and prides herself on putting the needs of her clients first. She works diligently with the clients of CommonWealth Pa...
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Leanne Malley

Licensed Assistant

Leanne has been with Investment Planning Counsel since 2010. She plays a key role in helping the clients of CommonWealth Partners. Leanne ensures that client action items are followed up on in a timel...
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Marcie Rossiter

Licensed Assistant

Marcie has worked in the financial services industry since 2004, and with Investment Planning Counsel since 2009. She ensures that all documentation is prepared and processed in an accurate and timely...
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Maria Power

Licensed Assistant

Maria has been an employee of Investment Planning Counsel for several years and has a wealth of experience with our systems and processes. Maria is the friendly voice that answers your phone calls, an...
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 Your Consultants

 

Pat Flemming

Senior Wealth Advisor

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.
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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.
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Supporting Communities

 

CommonWealth Partners supports Veith House, Feed Nova Scotia, local minor and school hockey teams, various other initiatives.

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

 

In conjunction with our Client Advisory Board, the CommonWealth Partners Team is supporting the Home for Dinner program at Ronald McDonald House. 

This special home in Halifax is where families can stay while their children are receiving medical treatment in the city - RMHC Atlantic.

Our first meal was lasagna, caesar salad, garlic bread and blueberry crisp. Thank you to the volunteers who assisted. We look forward to supporting this program again in the future!