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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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Steve Doty

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

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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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Mike Kirby

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

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Sam Zahnd

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

 

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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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Karin McNabb

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

Investment Management

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Steve Cornell

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

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Michael Williams

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

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Fabio Pucci

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

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Krishna Beharry

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

 

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Patrick Tryon

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

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Nicholas Leach

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

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Brian Durno

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

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Michael Davies

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

 

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Candis Fitch

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

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Lee Grimshaw

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

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David Gill

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

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Jordan Carter

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

 

 

 

 

 

Investment Counsel Portfolio Manager Support Services

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Matt Town

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

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Wendy Ross

Trader

Wendy Ross

Trader

 

Wendy is responsible for the trading activities for IAIC.

 

Joined 2001 - View Profile

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Maria Wus

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

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Grayson Waechter

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

 

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Robert Montague

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

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Jonathan Ebrahimi

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

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Matthew Hoggarth

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

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Jayson Bastien

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

 

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Fred Mabee

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

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Belinda O'Brien

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

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Ryan Hayes

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

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Shannon Faulkner

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

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Jennifer Bournon

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

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Amber McCraney

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

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Marilyn Riff

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

 

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Ashley Hiusser

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

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Riley Brown

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

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Susan Thompson

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

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Curtis Weber

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

 

 

 

 

Financial Planning

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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

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Ashley Carter

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

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Grant Roberts

CFP

Financial Planner

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

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Matthew McCracken

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

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Jason Voll

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

 

 

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John Stanley

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

 

Marketing

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Courtney Dowling

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

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Brenda Annett

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