At IAIC, we are dedicated to providing you with personalized and comprehensive financial solutions. Our certified professionals, comprised of financial planners, portfolio managers, and accountants from independent firms, work together seamlessly to create a highly customized plan that meets your unique needs and goals. We have called this approach TriCert™.
We take a holistic approach to financial planning, taking into account all aspects of your financial and personal life to ensure that your investments align with your vision and bring balance to your finances. In addition, our team will provide you with sound advice and exceptional customer service, always with your best interests in mind.
At IAIC, you can trust our commitment to building strong, long-lasting relationships based on trust, integrity, and results. With us, you will benefit from our integrated TriCert™ approach, having a knowledgeable team working together to help you achieve financial well-being.
Like a telescope, we scan the economic horizon, seek out the best opportunities for you and make adjustments to ensure everything in your financial situation is clear, firm and focused. Keeping the telescope perfectly balanced is the tripod – the seamless integration of accounting (CPA), financial planning (CFP®) and investment management (CFA®/CIM®). By bringing these three certified professionals together, we can clearly define your goals, build solid financial plans and stay focused on growing customized portfolios for your unique situation. Our knowledgeable, experienced, certified team manages investment portfolios for families, individuals, private companies, estates and trusts.
IAIC uses the services of third-party investment custodians to maintain the custody of our clients' assets.
IAIC clients have the option to choose between National Bank Independent Network or Fidelity Clearing Canada ULC for their custodian services.
National Bank Independent Network is Canada’s leading provider of custody, trade execution, and brokerage solutions. NBIN has supported the independent wealth management space for more than 30 years and is currently partnered with over 380 independent Portfolio Managers, Broker Dealers, and Investment Fund Managers representing more than $200B in assets under management.
IAIC is a member of OBSI.
OBSI is Canada's trusted independent dispute-resolution service for consumers and small businesses with a complaint they can't resolve with their banking services or investment firm.
IAIC has partnered with Fidelity Clearing Canada (FCC) through its uniFide™ digital services platform to ensure our investment professionals have access to the very best custody, record keeping, and trading capabilities, supported by industry-leading knowledge, tools and technology — enabling us to focus our time and energies on collaborating with our customers to deliver maximum relationship value.
A registered investment dealer in all Canadian jurisdictions and a member of all domestic stock exchanges and professional industry associations, FCC is one of Canada’s largest providers of trusted [execution / trading / clearing / custody / back-office support/ safeguarding] services – backed in turn by the strength of Fidelity, a privately held global financial services leader with a reputation for growth, integrity and insight.
IAIC's partnership with FCC and uniFide™ allows us to prioritize our service delivery, optimize our acumen, maximize our impact — and better protect our clients’ assets, securities and records against default.
IAIC is a member of PMAC.
Established in 1952, the Portfolio Management Association of Canada (PMAC) is a forum for Portfolio Management firms to share best practices and industry knowledge. PMAC was formerly known as the Investment Counsel Association of Canada (ICAC). The new name Portfolio Management Association of Canada was launched in 2010 to reflect growth, national membership and diversity of its membership managing private client, pension, foundations and other institutional client portfolios.