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.
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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
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
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
CFA
Advising Representative
Nicholas Leach
B.A., CFA
Advising Representative
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®, 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
Associate Advising Representative, Team Lead
Matthew Hoggarth
CIM
Associate Advising Representative, 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
CIM
Advising Representative
Matt Town
CIM
Advising Representative
Matt supports the portfolio managers by performing research and assisting with client matters.
Joined 2010 - View Profile
Trader
Wendy Ross
Trader
Wendy is responsible for the trading activities for IAIC.
Joined 2001 - View Profile
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
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
Investment Analyst
Ryan Hayes
Investment Analyst
Ryan supports the organization's portfolio managers by performing research and assisting with client matters.
Joined 2021 – 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 2011 – 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
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
Susan Thompson
Client Services Representative
Susan has over 20 years experience in the optometric industry and for the past number of years has worked in administration and office co-ordination for an engineering firm.
Joined 2021 – View Profile
Client Services Representative
Curtis Weber
Client Services Representative
Curtis has an Advanced Diploma in Accounting from Conestoga College, and plans on pursuing a CIM designation. He looks forward to bringing another smiling face and hard work ethic to the client services team.
Joined 2021 – View Profile
B.A.
Client Services Representative
Abigayle Bock
B.A.
Client Services Representative
Abi prides herself on her attention to detail and multitasking abilities, and brings an enthusiastic approach to her role in supporting the Client Services team.
Joined 2021 – 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®
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
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
QAFP™
Financial Planner
Matthew McCracken
QAFP™
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
IT Project Assistant
John Stanley
IT Project Assistant
John supports the firm with IT related tasks and involvement in various IT projects. John plays a key role in the migration and reconciliation of data as the firm continues to evolve their systems to enhance IAIC’s operations.
Joined 2021 – 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
