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Independent Accountants' Investment Counsel Inc.

 

 

At IAIC, we bring your financial vision into focus.

 

Through the seamless integration of accounting, financial planning and investment management, we can clearly define goals and build solid financial plans that stay focused on growing customized portfolios for your unique situation.

 

Learn more about our services and how we can help you gain vision, focus and balance in your financial outlook.

 

 

 

 

 

Listen to timely, insightful and educational conversations about the market, and deep dives into industry terms, our approach and philosophies.

 

Quickly navigate to:      Investment Podcasts      Educational Podcasts      Webcasts      Articles

 

 

 

 

Investment Podcasts

Join IAIC President and CEO, Mike Gassewitz, for timely, insightful and educational conversations with the IAIC Portfolio Management team.

 

March 13, 2023

 

Silicon Valley Bank failure - what exactly happened?

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Chief Investment Officer, Joel Baker, CIM®, MBA, to discuss the Silicon Valley Bank failure, what happened, and how it affects our portfolios.

 


March 9, 2023

 

Investment Outlook with Joel Baker, CIM®, MBA, Chief Investment Officer

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.

 


March 3, 2023

 

Update on the Consumer Sector with Patrick Tryon, CIM®, Portfolio Manager

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.

 


March 2, 2023

 

Update on the Utilities Sector with Krishna Beharry, CIM®, Portfolio Manager

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.

 

February 23, 2023

 

Overview on the Income-Producing Portion of IAIC Portfolios with Nicholas Leach, CFA®, Portfolio Manager

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager Nicholas Leach, CFA®, to chat about the Income-Producing portion of IAIC portfolios.

 

February 10, 2023

 

Update on the Finance Sector with Steve Cornell, CFA®, ASA, ACIA, Portfolio Manager

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager Steve Cornell, CFA®, ASA, ACIA to chat about the Finance Sector.

 

 


 

Listen to earlier episodes and subscribe to this Podcast on your favourite streaming service.

 

        

 


 

 

November 3, 2022

 

Bonds vs. GICs with Candis Fitch CIM®, CIWM, Portfolio Manager

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager Candis Fitch CIM®, CIWM, to chat about the differences between Bonds and GICs.

 

 

 

 


 

Webcasts

Watch our In Focus Webcasts hosted by Mike Gassewitz, President and CEO at IAIC, for insightful interviews with IAIC subject matter experts.

 

For the best viewing experience, select fullscreen view at the bottom right corner of the video player.

 

 

 

 

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.

 

 


 

Articles

 
 
 

 

 

The Bear Comes Out of Hibernation

The last few weeks have been challenging for some investors as we entered a bear market. 

 

Read full article

 

 

 

 

 

 

Investing in Unsettling Times

Assessing the impact of world events on investment markets and our investing strategy.

 

Read full article

 

 

 

 

 

 

 

 

Contact us today to help you get on the right path to financial security.

 

Contact us today!