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Listen to timely, insightful and educational conversations about the market, and deep dives into industry terms, our approach and philosophies.
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Join IAIC President and CEO, Mike Gassewitz, for timely, insightful and educational conversations with the IAIC Portfolio Management team.
September 14, 2023
An 11-minute update on the Consumer Sector with Patrick Tryon, CIM®
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager, Patrick Tryon, CIM®, to chat about the Consumer Sector.
Recorded on August 30, 2023
September 7, 2023
A 12-minute update on the Utilities Sector with Krishna Beharry, CIM®
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager, Krishna Beharry, CIM®, to chat about the Utilities Sector.
Recorded on August 23, 2023
August 31, 2023
A 7-minute overview on the Income-Producing Sector with Nicholas Leach, CFA®
In this episode of In Focus, Candis Fitch, CIM®, CIWM, Portfolio Manager, sits down with fellow Portfolio Manager, Nicholas Leach, CFA®, to chat about the Income-Producing portion of IAIC portfolios.
Recorded on August 16, 2023
August 24, 2023
A 9-minute update on the Finance Sector with Steve Cornell, CFA®, ASA, ACIA
In this episode of In Focus, Candis Fitch, CIM®, CIWM, Portfolio Manager, sits down with fellow Portfolio Manager Steve Cornell, CFA®, ASA, ACIA to chat about the Finance Sector.
Recorded on August 10, 2023
August 17, 2023
An 11-minute update on the Industrial Sector with Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM, to chat about the Industrial Sector.
Recorded on August 3, 2023
August 10, 2023
An 11-minute update on the Investment Outlook with Joel Baker, CIM, MBA
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Chief Investment Officer, Joel Baker, CIM, MBA to chat about the Investment Outlook.
Recorded on July 27, 2023
August 3, 2023
Educational Series: A 4-Minute Deep Dive on Quality Investing
In this episode of our In Focus Educational Series, Portfolio Manager Candis Fitch, CIM®, CIWM, explains what quality investing means and how IAIC measures and monitors companies against their diligent approach.
Quality can mean different things to different people. Here you will learn what IAIC defines as quality when selecting investments. Not only does Candis list the important attributes, but also provides explanations and examples of each to amplify the importance of quality investing to the QSect™ approach.
July 27, 2023
A 3-Minute Deep Dive on Exceeding a Household’s Financial Plan Metric
In this episode of our In Focus Educational Series, Portfolio Manager Candis Fitch, CIM®, CIWM, explains exceeding a household’s financial plan metrics.
We hear the topic of benchmarks being thrown around in financial news all the time, but what does it really mean to an individual? Candis deep dives into the difference between a market index and a client’s personalized financial plan metrics. Walking through an example of a household’s financial plan metrics explains how this can inform portfolio decisions and ease reliance on generic market benchmarks and highlights the importance of having a personalized financial plan.
July 13, 2023
A 3-Minute Deep Dive on Valuation-based Active Investment
In this episode of our In Focus Educational Series, Portfolio Manager, Candis Fitch, CIM®, CIWM, explains valuation-based active management.
Starting by defining valuation-based active management, we learn that a valuation-based approach involves a rigorous analysis of a company's financial health. Candis then explains how this approach can lead to better outcomes compared to a passive-only approach, including lowering volatility, the ability to accommodate client-specific requests and how this approach is imperative to tax gain/loss harvesting operations.
April 27, 2023
A 3-Minute Deep Dive on Timing Market Transactions
In this episode of our In Focus Educational Series, Portfolio Manager Candis Fitch, CIM®, CIWM, explains how IAIC times market transactions.
Using a valuation-based approach aids in determining the timing of certain market transactions. Candis discusses the differences between market timing and timing market transactions as well as the strategies utilized. These strategies, coupled with a client’s comfort level, are part of creating a plan that informs the market timing of transactions.
April 13, 2023
A 4-Minute Deep Dive on Sector-Based Equity with Candis Fitch CIM®, CIWM, Portfolio Manager
In this In Focus Educational Series episode, Portfolio Manager Candis Fitch, CIM®, CIWM, explains the concept of sector-based equity strategic asset allocation, which is a strategy for setting targets or ranges for various economic sectors within the equity component of a portfolio.
Much like the episode on Strategic Asset Allocation (SAA), sector-based SAA uses many of the same principles to determine allocations – this time to economic sectors instead of asset classes. Allocating the equity component of a portfolio by sector instead of geography allows portfolio managers to better diversify portfolios as they are not limited to invest in securities within a specific geographical location. The world is very much a global economy, making it less important about where a company’s headquarters are located. She discusses how this approach can remove biases and helps IAIC to focus on the quality of the company in each sector vs just the geographical location.
March 30, 2023
A 4-Minute Deep Dive on Strategic Asset Allocation with Candis Fitch CIM®, CIWM, Portfolio Manager
In this episode of our In Focus Educational Series, Portfolio Manager, Candis Fitch, CIM®, CIWM, explains the concept of Strategic Asset Allocation (SAA), which is a portfolio strategy for setting targets across various asset classes such as fixed income or equities.
The size allocated to each asset class is determined by understanding a client's financial goals and objectives along with their risk tolerance and capacity. The importance of identifying the proper SAA is emphasized in this Podcast as it will ensure that the investments made in a client's portfolio align with their goals and objectives. Additionally, she discusses asset location as a strategy to take advantage of efficiencies by combining all household accounts and managing them under one SAA to create a more tax-efficient portfolio.
July 20, 2023
Educational Series: Life Insurance Q&A Part 1 with Oliver Lee
In this In Focus Educational Series episode, Portfolio Manager Candis Fitch, CIM®, CIWM, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA).
Listen as they discuss common questions about Life Insurance; Do I need personal life insurance if I have some through my employer? Do I need life insurance if I do not have any kids? And I have mortgage insurance, aren't I already covered?
July 6, 2023
ADꓯPT™ saved a client $1.3M
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA). Listen as Oliver explains how the ADꓯPT™ process saved a client $1.3 Million dollars.
May 4, 2023
When Purchasing Additional Life Insurance is NOT Recommended
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA). Listen as they dive deeper into an IALIA client case study where Oliver applied the ADꓯPT™ diagnostics process, resulting in the recommendation that purchasing additional life insurance was NOT appropriate for this client's situation.
April 20, 2023
When Insurance Doesn't Make Sense - A Real Life Example
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA). Listen as they dive deeper into an IALIA client case study where Oliver applied the ADꓯPT™ diagnostics process, resulting in insurance being unsuitable for the client's situation.
March 23, 2023
Party Crasher or Life Saver?
In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Independent Accountants' Life Insurance Agency Inc. (IALIA) Vice President of Life Insurance & Living Benefits, Oliver Lee, B.Math to learn more about Oliver and his role and the firm's unique and powerful approach to supporting clients with their insurance needs.
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November 23, 2022
Turning Interest Income into Capital Gains with Joel Baker, CIM, MBA, Chief Investment Officer
There's been volatility in the bond market in 2022. IAIC shares how it has recently focused on a bond strategy within client portfolios. Watch our In Focus Webcast featuring President and CEO, Mike Gassewitz P.Eng., and Chief Investment Officer, Joel Baker, CIM MBA, as they discuss this opportunity beyond the portfolios should anyone want to deploy with surplus cash in their bank accounts.
To request a transcript of this webcast, please email [email protected].
DISCLAIMER: The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control. Past performance is not a reliable indication of future performance.
The last few weeks have been challenging for some investors as we entered a bear market.
Assessing the impact of world events on investment markets and our investing strategy.
