Karim Chahal
Independent Advisor
Financial Security Advisor
Group Insurance and group annuity plans advisor
With Horizons Financial Services Inc.
6 Trenton Ave.
Mont-Royal, H3P 3K7
514-927-1232
Fax. 514-733-1899
kchahal@thechahalgroup.com
Individual Pension Plans & Business Owners
IPP Bus Owners.pdf
Adobe Acrobat document [178.0 KB]
Widely recognized as one of Canada's most successful investment counsellors, Mr. Goodman has more than four decades of investment experience as a securities analyst, portfolio manager and senior executive. Mr. Goodman is the founder and benefactor of the Goodman Institute of Investment Management, a graduate school for investment management at Concordia University. He is also the Chancellor of Brock University in St. Catharines, Ontario.
Ned specializes in investment strategy, investor psychology and global markets.
Harley Lank is a vice-president and portfolio manager for Fidelity Investments. He is responsible for managing various high-yield bond funds as well as the high-yield portions of funds, including Fidelity American High Yield Fund. Harley also manages Fidelity's collateralized loan obligation (CLO) money pools and preferred stocks. In addition, Harley manages FF US High Yield Fund, an international fund, as well as Puritan High Income Sub for U.S. investors.
Alexander Lane, Vice President and Portfolio Manager joined the Goodman & Company Investment Counsel team in 2000. Previously, Alex was a Vice President at TD Asset Management Inc. where he covered Canadian Small Cap and Global Technology stocks. He joined TD Bank Financial Group in 1991 and served in various positions before entering the investment management business in 1996.
Alex specializes in canadian and global growth stocks.
Oscar Belaiche is head of Dynamic's award-winning Equity Income team, managing over $4.0 billion in assets. The five-member team invests in quality businesses at a reasonable price (QUARP™) and focuses on securities that pay a dividend or distribution.
The team has additional expertise in real estate, infrastructure and energy securities on a global basis. Oscar brings to the Dynamic team 28 years of business, operational and investment experience as a money manager, asset manager, developer and corporate banker.
Oscar specializes in equity income investing.
Doug Warwick has over 25 years of industry experience, 24 of which have been with TD Bank Financial Group. Current fund responsibilities include lead manager of the TD Dividend Growth, TD Dividend Income, and TD Monthly Income Funds, as well as the Private Investment Council Canadian Dividend Fund. He has analyst responsibilities for the pipeline, utility, forest product, steel and chemical sectors of the equities market.