Our Consultants

Casey Cullen Casey Cullen
Investment Advisor
IPC Securities Corporation


We work closely with Casey Cullen of IPC Securities Corporation. For more information, click here.

Casey graduated from Thompson Rivers University in 2011 with a Bachelor of Business Administration; majoring in finances and minoring in marketing. He completed his Canadian Securities Course in 2011 and is currently working on the Chartered Investment Manager designation.

Casey has worked with the Bradford Financial Team since 2011. He has worked alongside senior advisors and was working with clients in the accumulation phase.
 

Corrado Tiralongo

Corrado Tiralongo
Chief Investment Officer
Counsel Portfolio Services


Corrado Tiralongo is the Chief Investment Officer and lead Portfolio Manager for Counsel Portfolio Services. As CIO, Corrado oversees Counsel's investment policies and portfolio monitoring programs. He is responsible for the selection and monitoring of Counsel’s external investment specialists. He also oversees the regular due diligence assessments and risk management evaluation of all Counsel funds and portfolios.
 

Rahim Dhalla

Rahim Dhalla, CIM
Director, Portfolio Management
Counsel Portfolio Services


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.
 
Terry Bepple Terry Bepple
MJB Lawyers LLP
Senior Associate Counsel


Terry Bepple has been associated with Mair Jensen Blair since July of 1981. A Kamloops native son and member of the last graduating class of North Kamloops Junior/Senior Secondary School in 1967, Terry articled at and was a partner with Rogers, Hunter & Company from 1975 until 1979.

In 1979, Terry left law and went back to UBC and earned his teaching certificate, acquired a stockbroker’s license and renovated a house, before returning to law first as an associate with Mair Jensen Blair and later as partner.

Terry’s general law practice includes the areas of wills and estates, as well as property and corporate transactions and representation agreements. He also presents seminars on wills and estates to a broad range of community groups upon request. Terry worked in the company’s Lillooet and later the Chase branch offices until the company closed them in April, 2001, after deciding to consolidate operations at their Kamloops office.

Community-minded, Terry has been a member of the Kamloops Foundation for many years. He is involved with the Anglican diocese as its current registrar, and serves as a director of Kamloops Charitable Curling Society.

Married with children and grandchildren, Terry’s law practice, his community service and spending time with his family keep him busy.
 
Sheri McCaskill Sheri McCaskill, AMP
Mortgage Consultant
Invis (Lic.# 10801)
sherimccaskill@invis.ca
 

Sheri has an extensive banking background in both commercial and personal debt management as well as some personal financial planning. Since 1987, Sheri has worked for numerous national and international financial firms and banks. Sheri joined MI through the strategic alliance established between Investment Planning Counsel and Invis. She is tri-licensed to broker mortgages in British Columbia, Alberta and Manitoba. Sheri maintains an Accredited Mortgage Professional (AMP) designation.

Sheri is committed to delivering service excellence and professionalism to all clients to insure that all their mortgage and financial needs are met.

Mortgage Broker services provided by Invis (Lic. #: ON 10801 | SK 315928).