IAIC’s team of dedicated professionals includes accountants, financial planners and investment managers with extensive skills, experience and knowledge. Our team works in an integrated and collaborative fashion, continuously interacting to ensure we are providing clients with vision, focus and balance in their financial well being.
CPA, CA
President
Steve Doty
CPA, CA
President
Steve has more than 40 years of accounting firm and investment management experience. Steve has served on several non-profit boards, including his current role with the Sandra Schmirler Foundation.
Joined 2011 - View Profile
CIM, MBA
Chief Investment Officer
Joel Baker
CIM, MBA
Chief Investment Officer
Joel has over 30 years of experience. He sets the investment strategy and leads the IAIC team in following a value-based investment approach for all clients.
Joined 2000 - View Profile
B. Comm
Chief Operating Officer
Mike Kirby
B. Comm
Chief Operating Officer
Mike is responsible for the execution of IAIC’s annual operating plan, managing the client services team and internal processes and systems.
Joined 2016 - View Profile
CPA, CGA
Chief Financial Officer &
Chief Compliance Officer
Sam Zahad
CPA, CGA
Chief Financial Officer & Chief Compliance Officer
Sam is responsible for all financial and compliance matters for the firm.
Joined 2016 - View Profile
CFP, CIM, FCSI
Vice President, Financial Planning
Gord Hardie
CFP, CIM, FCSI
Vice President, Financial Planning
Gord is responsible for leading the Financial Planning division. He also provides comprehensive financial planning for IAIC's clients.
Joined 2010 - View Profile
B.A, CM
Vice President, Marketing
Karin McNabb
B.A, CM
Vice President, Marketing
Karin leads IAIC’s marketing and communications activities.
Joined 2014 - View Profile
B.Math
Vice President,
Life and Living Benefits
Oliver Lee
B. Math
Vice President, IALIA
Oliver is accomplished at translating complex technical concepts into relatable examples that allow others to understand the intricacies of insurance products and services.
Joined 2018 - View Profile
CFA, ASA, ACIA
Advising Representative
Steve Cornell
CFA, ASA, ACIA
Advising Representative
With over 35 years of experience in wealth management, pensions, insurance and portfolio management, Steve’s expertise is a perfect fit with IAIC's value-based, customized approach.
Joined 2003 - View Profile
CFA, MBA, MTax, P.Eng, PCAM
Advising Representative
Michael Williams
CFA, MBA, MTax, P.Eng, PCAM Advising Representative
With over 20 years of experience, Mike ensures clients have diversified, value-based and disciplined portfolios.
Joined 2003 - View Profile
CFA
Advising Representative
Fabio Pucci
CFA
Advising Representative
Fabio has more than 10 years of experience providing IAIC clients with value-based investing and customized portfolio management.
Joined 2010 - View Profile
CIM
Advising Representative
Krishna Beharry
CIM
Advising Representative
Krishna has worked in the investment management field for more than 15 years and provides clients with value-based investing and customized portfolio management.
Joined 2005 - View Profile
CIM
Advising Representative
Patrick Tryon
CIM
Advising Representative
Pat's investment career spans more than 25 years and includes roles with the largest pension fund managers in research and portfolio management.
Joined 2017 - View Profile
CIM
Advising Representative
Jordan Carter
CIM
Advising Representative
Jordan provides clients with a disciplined, value-oriented investment approach and customized portfolios.
Joined 2011 - View Profile
CFP, CFA
Advising Representative
Brian Durno
CFP, CFA
Advising Representative
Brian is a seasoned Advising Representative with over 25 years of investment experience and provides clients with a disciplined, value-oriented investment approach and customized portfolios.
Joined 2016 - View Profile
CPA, CA, CIM
Advising Representative
Michael Davies
CPA, CA, CIM
Advising Representative
Mike provides clients with investment solutions tailored to meet the goals of their Financial Plan.
Joined 2014 - View Profile
CIM, CIWM
Advising Representative
Candis Fitch
CIM, CIWM
Advising Representative
Candis has over a decade of experience in the financial service industry and currently supports clients in the capacity of an Advising Representative.
Joined 2013 - View Profile
CFA, ICD
Advising Representative
Lee Grimshaw
CFA, ICD
Advising Representative
Lee has more than 15 years’ experience working in financial services and currently supports clients in the capacity of an Advising Representative.
Joined 2019 - View Profile
CFA
Advising Representative
David Gill
CFA
Advising Representative
David has over 20 years of experience in the asset management industry and focusses on helping clients achieve better financial outcomes.
Joined 2019 - View Profile
CIM
Advising Representative, ICPMSS Team Lead
Matt Town
CIM
Advising Representative, ICPMSS Team Lead
Matt leads the ICPM Support Services team and supports the portfolio managers by performing research and assisting with client matters.
Joined 2010 - View Profile
Trader
CFA, CAIA
Advising Representative
Maria Wus
CFA, CAIA
Advising Representative
Maria has 20 years of experience specializing in investment research and portfolio management.
Joined 2016 – View Profile
CFA
Advising Representative
Grayson Waechter
CFA
Advising Representative
Grayson supports the organization's portfolio managers by performing research and assisting with client matters.
Joined 2018 – View Profile
B.A. CFP, CIM
Associate Advising Representative
Robert Montague
B.A. CFP, CIM
Associate Advising Representative
Robert enjoys working with clients helping them to achieve their financial goals and investment objectives by developing comprehensive Financial and Retirement Plans.
Joined 2019 – View Profile
Investment Analyst
Jonathan Ebrahimi
Investment Analyst
Jonathan supports IAIC's portfolio management team where his main responsibilities are performing research and in-depth analysis, while also assisting with various client matters.
Joined 2015 – View Profile
CIM
Associate Advising Representative
Matthew Hoggarth
CIM
Associate Advising Representative
Matt supports the organization's portfolio managers by performing research and assisting with client matters and is currently working towards the CFP designation.
Joined 2017 – View Profile
CPA, CA, CIM
Associate Advising Representative
Jayson Bastien
CPA, CA, CIM
Associate Advising Representative
Jayson supports the advising representative team with research and assisting with client matters.
Joined 2018 – View Profile
CFP, CIM
Associate Advising Representative
Fred Mabee
CFP, CIM
Associate Advising Representative
Fred has spent his career helping individuals, businesses and institutions create and preserve wealth.
Joined 2019 – View Profile
Administrator
Belinda O'Brien
Administrator
In her role as the ICPMSS Administrator, Belinda supports the IAIC portfolio managers by monitoring the workflow process.
Joined 2005 – View Profile
Client Services Manager
Shannon Faulkner
Client Services Manager
Shannon is responsible for the day-to-day management of the Client Services Department.
Joined 2003 – View Profile
Client Services Representative
Jennifer Bournon
Client Services Representative
Jenn`s attention to detail ensures that all client requests are fulfilled accurately and on time.
Joined 2015 – View Profile
Client Services Representative
Amber McCraney
Client Services Representative
Amber brings an upbeat and positive attitude to her role in supporting IAIC's clients.
Joined 2016 – View Profile
Client Services Representative
Marilyn Riff
Client Services Representative
Marilyn is responsible for the NDEX Portfolio Management System and provides administrative support as required.
Joined 2002 – View Profile
B.A.
Client Services Representative
Ashley Hiusser
B.A.
Client Services Representative
Ashley has over a decade of administrative experience. She supports the firm by processing client requests and transactions.
Joined 2017 – View Profile
Client Services Representative
Andrea McFadden
Client Services Representative
Andrea supports the firm by processing client requests and transactions.
Joined 2019 – View Profile
Client Services Representative
Riley Brown
Client Services Representative
Riley has over 5 years of administrative experience including previous positions at a major financial institution and a non-profit organization.
Joined 2020 – View Profile
Client Services Representative
Christa Frey
Client Services Representative
Christa’s high level of customer service, attention to detail, and cheerful attitude make her a valued addition to the client services team.
Joined 2019 – View Profile
CFP
Senior Financial Planner
Steve Rapson
CFP
Senior Financial Planner
Steve is an experienced and skilled financial planner with over 25 years of experience and is responsible for creating comprehensive financial plans.
Joined 2010 – View Profile
CFP
Financial Planner / Team Lead
Ashley Carter
CFP
Financial Planner / Team Lead
Ashley is responsible for creating comprehensive financial plans for IAIC clients in addition to providing direction for the day-to-day operations as the Financial Planning Team Lead.
Joined 2015 - View Profile
Associate Financial Planner
Grant Roberts
Associate Financial Planner
Grant supports the FP team in their delivery of comprehensive and focused financial planning deliverables. Grant is currently pursuing his QAFP.
Joined 2018 – View Profile
QAFP
Associate Financial Planner
Matthew McCracken
QAFP
Associate Financial Planner
Matt graduated from Fanshawe College in 2017 from the Business Finance Program. He is currently pursuing his CFP designation.
Joined 2017 - View Profile
IT Manager
Jason Voll
IT Manager
As the IT Manager, Jason leads the organization in the development, implementation and maintaining of IT related processes and systems designed to enhance IAIC's operations.
Joined 2012 – View Profile
Senior Marketing Specialist
Courtney Dowling
Senior Marketing Specialist
Courtney manages the marketing operations and is responsible for campaign execution, analytics and event support.
Joined 2014 – View Profile
Finance/Compliance Administrator
Brenda Annett
Finance/Compliance Administrator
As Finance/Compliance Administrator Brenda provides administrative support to the firm's compliance and finance divisions.
Joined 2002 – View Profile
