As an IAIC client, your best interests always come first! Our hard working team is fully committed to providing you with solid advice, exceptional client service and offering customized portfolios that bring vision, focus and balance to your financial outlook. You will benefit from a strong professional relationship that is built on trust, dependability and integrity.
The five pillars of our integrated wealth management approach are:
An integrated professional team focused on you. All IAIC team members work together in an integrated manner to serve you and everyone on the team has your best interests in mind. Understanding your unique needs and circumstances enables us to build a customized and comprehensive financial plan tailored to your specific situation.
Reliable, unbiased and independent research and analysis. IAIC’s advisors, financial planners and portfolio managers operate independently, without business relationships that could bias investment decisions, ensuring your portfolio is balanced and properly diversified.
Extensive experience in portfolio building. Leveraging on the over 35 combined years experience of IAIC's portfolio managers, our Investment Counsel builds, administers and supervises your portfolio. National Bank Indepenedent Network (www.nbin.ca) and Fidelity Clearing Canada ULC (www.clearingcanada.fidelity.com) act as our custodians and your assets remain with them; our Investment Counsel will not act as the custodian of your cash or investments.
Direct and up-front fees. What you pay at IAIC is based solely on the services you receive.
Trust is IAIC’s guiding core value and all client relationships we have developed over the years have been based upon trust and honesty.
Preservation of your wealth. IAIC recognizes that you have worked hard for your wealth and we understand the importance of preserving your wealth for generations to come.