1A-510 Weber Street North, Waterloo, ON N2L 4E9 | 202-135 Main Street East, PO Box 68 , Listowel, ON N4W 3H2
Phone: +1 519.291.2817 | Toll Free: 1.877.291.3040
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Independent Accountants' Investment Counsel Inc.

Investment Products & How They Are Managed

Strategic Portfolio Asset Allocation

IAIC adheres to a very diversified investment approach. Investments are categorized into asset classes, then diversified among numerous securities and sectors, all of which are guided by strategic protfolio management disciplines. Growth and value are two fundamental approaches or investement styles. Growth investors seek companies that offer strong earnings growth while value investors seek stocks that appear to be undervalued in the marketplace. Because the two styles complement each other, they can help add diversity to your portfolio when used together.

IAIC delivers an integrated approach to managing your portfolio with focused and balanced investment advice that’s unique to your financial situation. All investment portfolios follow IAIC’s Six Step Investment Management Process:

IAIC’s Six Step Investment Management Process:

  1. We gather all facts needed for a comprehensive understanding of your situation 
  2. A specific Investment Strategy (IPS) is developed for your goals, objectives, and risk tolerance 
  3. Review your current assets and develop a customized portfolio strategy 
  4. Implement the strategy 
  5. Review and rebalance your portfolio and assess performance quarterly 
  6. Finally, we review your situation and the appropriateness of your IPS annually

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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, financial planning and investment management. By bring these three areas together, we are able to clearly define your goals, build solid financial plans and stay focused on growing customized portfolios for your unique situation. Our team of knowledgeable ,experienced and dedicated professional manage investment portfolios for families, individuals, private companies, estates and trusts.

What Makes Us Unique

  • Integration of a professional team focused on all of your financial needs (investment management, accounting services, financial planning, life insurance)
  • As an IAIC client, your best interests always come first
  • Customized investment portfolios unique to your financial situation
  • Strong emphasis on tax efficiency and overall tax planning
  • Disciplined and conservative approach focused on preserving your wealth
  • Reliable, unbiased, and independent research and analysis
  • Flexibility to ease into market when investing
  • Integrating additional investment considerations (e.g., outside investments/real estate holdings/ employment exposure)

Learn more about The Power Of Intregration

Investment Products 

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Customized Portfolios

IAIC offers three types of customized portfolios,

all of which are individually invested to suit the clients’ needs.

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Structured Products

In addition to a customized portfolio, clients can select structured products. 

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ETF Portfolios

Clients can hold Exchange Traded Fund portfolios through IAIC.

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

Contact Us Today!