We integrate financial planning and investment management with the services of independent accounting firms. We maintain the integrity, trust and professionalism that is the foundation of the client accountant relationship by always serving the best interest of our clients.
IAIC integrates its financial planning and investment management services with the knowledge and advice of the client’s accountant. Rather than only focusing on your investments, our financial planners and portfolio managers, along with the accountants and advisers of independent accounting firms, work as a team to ensure we clearly understand the full picture of your Financial and personal situation and use this knowledge to ensure vision, focus and balance in your finances.
Independent accountants investment counsel uses the services of third-party investment custodians to maintain the custody of our clients assets all of our clients of their own accountants accounts with the investment custodian, meaning their assets are always held in their own name 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 and Fidelity clearing Canada ULC are both members of CIPF. IAIC is a proud member of the portfolio management Association of Canada PMAC