Our Consultants

Rahim Dhalla, CIM

As director of the Portfolio Analytics team, Rahim is responsible for the design and implementation of analytically based solutions to generate portfolio and sub-advisor risk profiles. These analyses are used to conduct portfolio composition and risk evaluation assessments on all Counsel investment solutions. He is responsible for conducting regular attribution reviews and performance modeling on Counsel’s funds and portfolios. Rahim also assists the Chief Investment Officer in conducting regular qualitative reviews of Counsel’s investment specialists.

Sabrina Smith

Sabrina joined Mortgage Intelligence in 2013 from IPC Save Inc. through the strategic alliance established between Investment Planning Counsel and Mortgage Intelligence. She joined the mortgage broker division, IPC Save Inc., when it was launched in 2002. Sabrina attributes her success to making client servicing her number one priority and diligently applies herself to meet the expectations of both the client and the planner.
Mortgage Broker services provided by Mortgage Intelligence (Lic#: ON 10428 | SK 315857).

Jennifer Jacobs, BA, CFP, CLU, CHS, EPC

Jennifer has specialized for more than 20 years in advising, implementing, and servicing holistic financial planning and protection solutions for clients through direct and advisor partnership services. With strong team support through LTCI Consulting Inc, she is able to work closely with each client to provide a perspective on long term planning issues that extend beyond the conventional strategies used.
Jennifer and the team at LTCI Consulting Inc are a nationally recognized resource, promoter and specialist in Living Benefits and Long Term Care planning.
Jennifer’s passion is contagious, and approach is straightforward: straight talk. Indeed, her direct but ultimately compassionate style, as well as her continual ranking among the top specialists nationally, made her a sought-after keynote speaker by a number of prominent organizations.
Jennifer is a past board member and current member of the Living Benefits Committee for the Conference of Advanced Life Underwriters (CALU). Jennifer is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and an Elder Planning Counselor (EPC).