We are a portfolio management company established in 1999, managing over $3 billion in investments for over 3,000 clients across Canada.
Our integrated team of certified professionals have over 20 years of experience and handle portfolios for families, individuals, private companies, estates and trusts. By integrating accounting (CPA), financial planning (CFP®) and investment management (CFA®/CIM®), we create tailored financial plans and portfolios to meet your specific needs and goals.
IAIC’s investment management solutions include Customized Portfolios, Structured Products and ETF Select Portfolios.
Listen to IAIC President and CEO Mike Gassewitz articulate the strength of our value and the benefits of our unique integrated approach to having all certified professionals, including your CPA, CFP® and CFA®/CIM®, at the table to deliver better financial outcomes.
Learn about the strength of our value and the benefits of our unique integrated approach to having all certified professionals, including your CPA, CFP® and CFA®/CIM®, at the same table.
