The IAIC Team

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

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

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

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

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

Karin McNabb

B.A, CM

Vice President, Marketing

Karin leads IAIC’s marketing and communications activities.

Joined 2014 - View Profile

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

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

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

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

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

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

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

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

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

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

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

Jordan Carter

CIM

Advising Representative

Jordan provides clients with a disciplined, value-oriented investment approach and customized portfolios.

Joined 2011 - View Profile

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

Wendy Ross

Trader

Wendy is responsible for the trading activities for IAIC.

Joined 2001 - View Profile

Maria Wus

CFA, CAIA

Advising Representative

Maria has 20 years of experience specializing in investment research and portfolio management.

Joined 2016 – View Profile

Grayson Waechter

CFA

Advising Representative

Grayson supports the organization's portfolio managers by performing research and assisting with client matters.

Joined 2018 – View Profile

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

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

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

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

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

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

Ryan Hayes

Investment Analyst

Ryan supports the organization's portfolio managers by performing research and assisting with client matters.

Joined 2021 – View Profile

Shannon Faulkner

Client Services Manager

Shannon is responsible for the day-to-day management of the Client Services Department.

Joined 2011 – View Profile

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

Amber McCraney

Client Services Representative

Amber brings an upbeat and positive attitude to her role in supporting IAIC's clients.

Joined 2016 – View Profile

Marilyn Riff

Client Services Representative

Marilyn is responsible for the NDEX Portfolio Management System and provides administrative support as required.

Joined 2002 – View Profile

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

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

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

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

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

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

Grant Roberts

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 2018 – View Profile

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

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

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

Courtney Dowling

Senior Marketing Specialist

Courtney manages the marketing operations and is responsible for campaign execution, analytics and event support.

Joined 2014 – View Profile

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