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.
.png)
P.Eng.
President & CEO
Mike Gassewitz
P.Eng.
President & CEO
Mike brings over 25 years of extensive senior executive experience in financial services and the technology sector.
Joined 2022 - 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
CPA
Chief Financial Officer &
Chief Compliance Officer
Sam Zahad
CPA
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
Vice President, Client Care and Operations
Abdeen Wahab
Vice President, Client Care and Operations
Abdeen focused on delivering large scale programs aimed at delivering transformative technological and operational change.
Joined 2022 - View Profile
BA, CM
Vice President, Marketing
Karin McNabb
BA, CM
Vice President, Marketing
Karin leads IAIC’s marketing and communications activities.
Joined 2014 - View Profile
CIM®
Portfolio Manager
Krishna Beharry
CIM®
Portfolio Manager
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
CFA®, ASA, ACIA
Portfolio Manager
Steve Cornell
CFA®, ASA, ACIA
Portfolio Manager
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
CPA, CA, CIM®
Portfolio Manager
Michael Davies
CPA, CA, CIM®
Portfolio Manager
Mike provides clients with investment solutions tailored to meet the goals of their financial plan.
Joined 2014 - View Profile
CFP®, CFA®
Portfolio Manager
Brian Durno
CFP®, CFA®
Portfolio Manager
Brian is a seasoned Portfolio Manager with over 25 years of investment experience and provides clients with a disciplined, value-oriented investment approach and customized portfolios.
Joined 2016 - View Profile
CIM®, CIWM
Portfolio Manager
Candis Fitch
CIM®, CIWM
Portfolio Manager
Candis has over a decade of experience in the financial service industry and currently supports clients in the capacity of an Portfolio Manager.
Joined 2013 - View Profile
CFA®, ICD
Portfolio Manager
Lee Grimshaw
CFA®, ICD
Portfolio Manager
Lee has more than 15 years’ experience working in financial services and currently supports clients in the capacity of an Portfolio Manager.
Joined 2019 - View Profile
CIM®
Portfolio Manager, ICPMSS Team Lead
Matthew Hoggarth
CIM®
Portfolio Manager, ICPMSS Team Lead
Matt leads the ICPM Support Services team and 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
BA, CFA®
Portfolio Manager
Nicholas Leach
BA, CFA®
Portfolio Manager
Nicholas has over 20 years of investment management experience and provides clients with value-based investing and customized portfolio management.
Joined 2021 - View Profile
CFP®, CIM®
Portfolio Manager
Fred Mabee
CFP®, CIM®
Portfolio Manager
Fred has spent his career helping individuals, businesses and institutions create and preserve wealth.
Joined 2019 – View Profile
CFP®, CIM®, BA
Associate Portfolio Manager
Robert Montague
CFP®, CIM®, BA
Associate Portfolio Manager
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
CFA®
Portfolio Manager
Fabio Pucci
CFA®
Portfolio Manager
Fabio has more than 10 years of experience providing IAIC clients with value-based investing and customized portfolio management.
Joined 2010 - View Profile
CIM®, BA
Portfolio Manager
Matt Town
CIM®, BA
Portfolio Manager
Matt supports the Portfolio Managers by performing research and assisting with client matters.
Joined 2010 - View Profile
CIM®
Portfolio Manager
Patrick Tryon
CIM®
Portfolio Manager
Pat's investment career spans more than 25 years and includes roles with the largest pension fund managers in research and portfolio management.
Joined 2014 - View Profile
CFA®
Portfolio Manager
Grayson Waechter
CFA®
Portfolio Manager
Grayson supports the organization's Portfolio Managers by performing research and assisting with client matters.
Joined 2018 – View Profile
CFA®, MBA, MTax, P.Eng, PCAM
Portfolio Manager
Michael Williams
CFA®, MBA, MTax, P.Eng, PCAM Portfolio Manager
With over 20 years of experience, Mike ensures clients have diversified, value-based and disciplined portfolios.
Joined 2003 - View Profile
CFA®, CAIA®
Portfolio Manager
Maria Wus
CFA®, CAIA®
Portfolio Manager
Maria has 20 years of experience specializing in investment research and portfolio management.
Joined 2016 – View Profile
CFP®
Senior Financial Planner / Team Lead
Ashley Carter
CFP®
Senior 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
CFP®
Financial Planner
Matt McCracken
CFP®
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
CFP®
Financial Planner
Grant Roberts
CFP®
Financial Planner
Grant supports the FP team in their delivery of comprehensive and focused financial planning deliverables. Grant earned his CFP® designation in July 2021.
Joined 2017 – 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
