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.

 

 

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.  

 

 

Leadership

 

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Mike Gassewitz

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

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Joel Baker

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

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Sam Zahnd

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

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Gord Hardie

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

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Abdeen Wahab

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

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Karin McNabb

BA, CM

Vice President, Marketing

Karin McNabb

BA, CM

Vice President, Marketing

 

Karin leads IAIC’s marketing and communications activities.

 

Joined 2014 - View Profile

 

Portfolio Managers & Associate Portfolio Managers

 

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Krishna Beharry

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

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Steve Cornell

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

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Michael Davies

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

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Brian Durno

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

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Candis Fitch

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

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Lee Grimshaw

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

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Matthew Hoggarth

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

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Nicholas Leach

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

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Fred Mabee

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

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Robert Montague

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

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Fabio Pucci

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

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Matt Town

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

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Patrick Tryon

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

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Grayson Waechter

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

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Michael Williams

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

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Maria Wus

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

 

 

Financial Planners

 

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Ashley Carter

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

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Matt McCracken

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

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Grant Roberts

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

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Steve Rapson

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