Keynote Speakers

Cam Marston

Gen-Savvy Financial Advisor

Cam Marston is the leading expert on the impact of generational change and its impact on the marketplace. As an author, columnist, blogger and lecturer, he imparts a clear understanding of how generational demographics are changing the landscape of business.

Head Office Speakers

Chris Reynolds

President & CEO

A 24-year veteran in the financial industry, Chris began his career as a financial Advisor before becoming a branch manager and, ultimately, co-founder and President of Investment Planning Counsel Inc. (“IPC”).

Sam Febbraro

EVP, Advisor Services

Sam Febbraro is Executive Vice President, Advisor Services for Investment Planning Counsel Inc. (IPC). Sam is also is the President & Chief Executive Officer of Counsel Portfolio Services.

Reggie Alvares

EVP, Operations & Information Services

Reggie Alvares is the Executive Vice President, Advisor and Information Services at Investment Planning Counsel (IPC). Reggie leads the IPC Operations and Client Services team in catering to the operational and administrative needs of Advisors and their clients.

Rana Chauhan

Chief Investment Strategist

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.

Rahim Dhalla

Director, Portfolio Management

Rahim Dhalla is Director, Portfolio Management for Counsel Portfolio Services. He joined Counsel in February 2004 as a Portfolio Analyst, was promoted to Manager, Portfolio Analytics in December 2006, and was promoted to his current role in July 2010.

Michael Leonardelli

SVP, Advisor Services

Michael Leonardelli joined Investment Planning Counsel Inc. in May 2008 as Senior Vice President, Advisor Services. Michael supports the Business Development Team in promoting IPC’s partnership with financial advisors.

Paul Wylie

SVP, Business Development, Private Wealth

In this nationally focused role, Paul supports new and existing Advisors at IPC Securities Corp. (IPCSC) in their goal to Build a Better Business by growing, leveraging and running a process-driven business on the IIROC platform.

Andrew Schredl

SVP, National Business Development

As Senior Vice President, Business Development, Andrew Schredl is responsible for managing and mentoring IPC’s Business Development teams within the dealership, insurance and banking divisions.