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The IAIC Team

 

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. The following are biographies of our leadership, investment management, financial planning, portfolio management support services and client services team members.
 

LEADERSHIP   
 

Steve Doty CPA, CA
President

 

Steve joined IAIC in 2011 and has more than 30 years of accounting firm and financial services experience.

 

After 11 years with a Big Four accounting firm and another 16 years with a financial services organization managing more than $20 billion of investments for its clients, Steve had an immediate appreciation for the value and uniqueness of the IAIC model, which emphasizes the integration of financial planning and investment management with the services of the client’s accountant.  In fact, Steve admired the model so much, he became an IAIC client for two years before he joined IAIC staff as an employee.  Steve holds a BComm (Honours) from the University of Ottawa, is a Chartered Professional Accountant and has served on several non-profit boards, including his current role with the Sandra Schmirler Foundation. Steve enjoys curling, golf and performing with an amateur cover band.

 

   
 Robert Uptigrove

Joel Baker CIM, MBA
Chief Investment Officer &

Chief Compliance Officer

 

Joel has been a pioneering member of the IAIC team since 2000. After earning a BBA from Brock University in 1994 and an MBA from the University of Windsor in 1995, Joel began his career as a staff accountant with IAIC member accounting firm Ward and Uptigrove. Joel specialized in the preparation of financial statements and corporate returns for investment companies.

 

In his more than 10 years working at IAIC, Joel has been an instrumental contributor to establishing, monitoring and adjusting IAIC’s overall investment strategy. IAIC is a perfect complement to Joel's accounting background, education and personal interest in finance. 

 

As IAIC’s CIO, Joel leads the organization in following a value-based investment approach for all clients.

   
 Luke MacLennan

Mike Kirby B. Comm
Chief Operating Officer

 

Mike joined IAIC in 2016 and has more than 20 years of senior management experience in different industries, including finance, home health care and IT.  After earning his B.Comm from the University of Ottawa, Mike began his career in banking providing financial advice and products for clients.  Mike then spent 9 years managing the back-office for a growing Mutual Fund company and later an Investment Management firm where he assisted with taking the company public.  Mike then was involved in the acquisition of an IT company and managed their client services department for 6 years.  Most recently Mike spent four years with a Home Heath Care company managing their operations in the greater Ottawa area. 

 

As IAIC’s COO, Mike is responsible for the execution of its annual operating plan, client service and the enhancement of internal processes and systems.  

 

   

Sam Zahnd CPA, CGA

Chief Financial Officer/Compliance Manager

 


Sam joined IAIC in 2016 and has more than 12 years of senior management experience in different industries, including finance, real estate and manufacturing.  

 

After earning his B.Comm from the University of Guelph in 2004, Sam began his career managing a real estate business, responsible for all financial and compliance matters for the firm. Sam then spent five years with an international manufacturing company in senior management, successfully establishing its Canadian operations.  Most recently Sam spent four years with a national agricultural lending institution working in various roles.  

 

Sam  is currently completing his MBA from Laurentian University.

 

   
 

Gord Hardie

Gord Hardie CFP, CIM, FCSI
Vice President, Financial Planning

 

Gord began his career in wealth management in 1992 and has worked at various national financial services firms as both a Senior Financial Consultant and a Regional Manager. Throughout his career, Gord has attained several licences and accreditations from various governing financial service bodies.  Gord joined IAIC in 2010 to lead the newly established financial planning division of the organization. 

 

As the Vice President, Financial Planning, Gord is responsible for both managing the division, as well as providing comprehensive financial plans for our clients.

   
 

 

 

Karin McNabb B.A

Vice President, Marketing


Karin combines her entrepreneurial spirit with nearly 25 years of experience in business development, marketing and communications, product management and business intelligence to lead IAIC’s marketing and communications activities.

 

Karin has worked as a self-employed consultant in the high-tech and financial services industries and has held senior level roles in companies like Research in Motion, RDM Corporation and Manulife Financial. Karin has served and been the chairperson on several key financial services committees including: the ETA Technology Committee, NACHA ECC Communications Committee, ANSI X9B and the FSTC.  

 

Karin holds a Bachelor of Arts degree in English from the University of Waterloo.

   
INVESTMENT MANAGEMENT
 

 

   
 Steve Cornell

 

Steve Cornell  CFA, ASA
Advising Representative

 

Steve has led an esteemed career as an associate actuary, financial analyst and portfolio manager for more than 25 years. After graduating from the University of Western Ontario in 1985 with a BSc in Statistics and Actuarial Science, Steve began an extensive actuarial career working for leading Canadian life insurance and finance companies. Steve performed a variety of pricing, valuation and investment functions and in 1995, obtained an Associate of the Society of Actuaries (ASA) designation. In 2006, Steve obtained his Chartered Financial Analyst (CFA) designation. Steve holds memberships in the CFA Institute, the Toronto Society of Financial Analysts, the Society of Actuaries and the Canadian Institute of Actuaries.

 

Steve joined IAIC in 2003, recognizing that his expertise in pensions, wealth management valuation and personal investment philosophy, was a perfect fit with IAIC's value-based approach and customized portfolio management.

   
 Michael Williams

 

Michael Williams  CFA, MBA, MTax, P.Eng, PCAM

Advising Representative

 

Mike Williams is an experienced and highly knowledgeable Portfolio Manager who plays an instrumental role in ensuring clients have diversified, value-based and disciplined portfolios. Mike graduated with an Engineering degree from the University of Waterloo in 1987. Later in his career, Mike graduated with an MBA from Wilfrid Laurier University, completed a post-graduate MBA from York University, and completed a Masters of Taxation at the University of Waterloo. Mike holds an executive position with the Kitchener-Waterloo Progressive Conservative Association, Director and Chairman of the Audit Committee of a publicly traded company, and holds memberships in the CFA Institute, the Toronto Society of Financial Analysts and the Professional Engineers of Ontario. Mike serves as a mentor with the University of Waterloo, School of Accountacy and Finance.

 

Mike joined IAIC in 2002 as he felt the firm was better positioned than others as it offered clients a truly integrated approach to wealth management.

   
 Fabio Pucci

Fabio Pucci CFA

Advising Representative

 

Fabio has more than 25 years of experience specializing in investment services. A graduate of the University of Waterloo with a degree in Economics, he began his career providing investment services at a major capital management company in 1984.  As a private investor representative, Fabio developed a value focused approach and an interest in portfolio management.  Fabio has attained both the Licensed International Financial Analyst (LIFA) and Chartered Financial Analyst (CFA) charter holder designations.  Fabio is as a local committee member of the Toronto CFA Society. 

 

Fabio joined IAIC in 2010, providing clients with value-based investing and customized portfolio management.

   
Krishna Beharry

 

Krishna Beharry  CIM

Advising Representative

 

Krishna has worked in the investment representative field for more than 10 years. After graduating with a degree in Economics and Sociology from Dalhousie University in 1998, Krishna began his career as a Registered Investment Representative with a large brokerage company where he traded in both North American and international equities and options. Krishna was responsible for trade investigations, as well as authorizing sophisticated trading activities by junior Investment Representatives. While at that firm, he was also a pioneering member of its Financial Planning platform, where he managed a team of Registered Financial Planners based in Western Canada.  Krishna joined IAIC in 2005.

 

 

   
   

Patrick Tryon  CIM

Advising Representative

 

Pat's investment career spans more than 25 years. His experience comprises stints at several of the country's largest pension fund managers in research and portfolio management as well as exposure to the world of Private Equity and Private Debt.‎ It also includes time at an investment boutique managing private client portfolios.

 

Pat is a graduate from McGill University, used to play badminton, winning both silver and bronze medals at the Commonwealth Games, 4x national champion. He is also an enthusiastic golfer.

 

 

 

Pat Downey CIM, MBA

Advising Representative,

Manager ICPM Support Services

 

Pat joined IAIC in 2011 and currently holds the position of the ICPM Support Services Manager in addition to fulfilling his responsibilities as an IAIC Portfolio Manager.

 

As the Manager of the IAIC's ICPM Support Service team, Pat supports the organization's portfolio managers by leading the team's activity, performing research and assisting with client matters. 

 

Pat is a graduate from the University of Waterloo, earning a BSc. in 2010 and an MBA, specializing in Accounting, from Wilfrid Laurier University in 2015. 

 

 

 

 

 

 

   

Jordan Carter  CIM

Advising Representative


Jordan earned his CIM designation in 2016 and currently supports clients in the capacity of an Advsing Representative. Jordan joined IAIC in 2011 when IAIC expanded its ICPM Support Services division in order to provide additional resources to its advising representatives. 

 

After receiving a diploma in Business Administration Financial Planning from Conestoga College in 2009, Jordan attended Griffith University in Queensland Australia, graduating with a Bachelor of Commerce degree in 2010.

 

 

   

Brian Durno  CFP, CFA

Advising Representative

 

Brian is a seasoned Advising Representative with over 19 years of investment experience.  Brian earned an Honours Bachelor of Commerce degree from Queen’s University in 1995.  Most recently, Brian was the Co-Founder, Co-Chief Investment Officer and Director of a boutique investment management company. Brian was a Portfolio Manager of a fund that invested in conservative, large-capitalization, equity securities on behalf of its high net worth clients. Prior to starting his own company, Brian spent five years as an equity analyst with Brookfield Soundvest Capital Management in Ottawa. He also has experience managing client portfolios and providing investment advice while working for two leading Canadian financial institutions earlier in his career. Brian is a member of the CFA Institute and the CFA Society of Ottawa. Brian is a Certified Financial Planner and a Chartered Financial Analyst charterholder.

 

 

Brian joined IAIC in 2016, where he will provide clients with a disciplined, value oriented investment approach and a customized portfolio.

   
 

Michael Davies CPA, CA, CIM 

Advising Representative

 

Mike graduated from Wilfred Laurier University with an undergraduate degree in Economics prior to earning his CA designation in 1976 with a national accounting firm. Mike was a partner with Ford Keast LLP, Chartered Accountants, in London, Ontario, assisting many owner-managed businesses on various tax, financial and valuation matters over a 36 year career. Mike also served on the Board of Directors of IAIC's parent company from 2000 until 2011 giving him a unique insight into IAIC's vision and goals.  Subsequent to retiring from Ford Keast LLP in 2012, Mike joined the IAIC team and obtained his CIM designation in January 2014. 

 

Mike believes our dedicated, disciplined and customized approach to Investment Management brings to our clients a product clearly meant to meet the specific goals of their Financial Plan.

 
FINANCIAL PLANNING
 Steve Rapson

Steve Rapson CFP
Senior Financial Planner

 

Steve is an experienced and skilled financial planner with over 20 years of experience. A graduate of the University of Toronto in 1987, Steve launched his career in Wealth Management working at various banks and investment firms.  In 1997, Steve joined a national financial services firm where he served as Senior Financial Consultant, providing investment and financial planning advice to high net worth clients.  Steve joined IAIC in 2010 as the organization's first Senior Financial Planner.

 

As a Senior Financial Planner, Steve is responsible for providing comprehensive financial plans for our clients.

   

 

Ashley Aylward

FPSC Level 1
Financial Planner

 

Ashley joined IAIC in March 2015, supporting IAIC clients with the creation of financial plans.  


Ashley graduated from Fanshawe College with a diploma in Business Finance in April 2014 and is currently working towards her CFP designation. Ashley has strong sense of customer service and is committed to the value of building strong client relationships.

 

Ashley is an avid outdoors person who loves to try new things. She is committed her to community, volunteering when she can in support of the local food drives and while at school she was a Big Sister mentor.

   

Jonathan Ebrahimi
Associate Financial Planner


Jonathan joined IAIC in May 2015 in the capacity of an Associate Financial Planner, assisting the financial planning team in all aspects of creating financial plans for IAIC clients. Jonathan graduated in April 2015 from Wilfrid Laurier University earning a Bachelor of Business Administration degree, with a concentration in finance and a minor in Economics. He is currently working towards his CFP designation.  While at university Jonathan was introduced to the importance of solid financial planning and decided to pursue a career where he would be able to provide that comfort and guidance others.  

 

Jonathan was born in Dundee, Scotland and immigrated to Canada in 2000 with his parents and younger sister. When Jonathan is not in the office you will likely find him on the soccer pitch playing for 3 different leagues.

 

 
 

INVESTMENT COUNSEL PORTFOLIO MANAGER

SUPPORT SERVICES

(ICPMSS)

 
 Wendy Ross

Wendy Ross
Trader

 

Wendy earned her Business Diploma from Lougheed College in Waterloo and worked in the retail banking industry for 17 years in roles that varied from Teller, to Loans Officer and Financial Advisor.  

 

Wendy is responsible for the trading activities for IAIC. Wendy joined IAIC in 2001.

   

Maria Wus CFA, CAIA

Associate Advising Representative

 

Maria has more than 15 years experience specializing in investment research and portfolio management.  After graduating from University to Toronto in 1999 with a degree in Commerce and Finance, Maria started her career as an Investment Analyst with pension/endowment fund where she build a solid knowledge of portfolio management.  At that time she was also introduced to Private Equity and Real Assets investing.  Maria continued to build her knowledge and experience by working at a Wealth Management organization and a Single Family Office.  Maria holds Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

 

 

Maria joined IAIC in 2016 as a member of ICPM Support Services team where she supports the organization’s portfolio managers by performing research and assisting with client matters

 

 

 Grayson Waechter

Grayson Waechter

 

Grayson is the newest member of the IAIC's ICPM Support Services division.  Prior to joining IAIC Grayson worked at a  major Canadian Bank in its retail division.  Grayson has earned an Honours Bachelor of Commerce degree specializing in Finance from the Telfer School of Management at the University of Ottawa in 2014 and has also completed a diploma in financial planning from Conestoga Collage. Grayson is currently working towards becoming a CFA Charterholder.
 
As a member of IAIC's ICPM Support Services team, Grayson supports the organization's portfolio managers by performing research and assisting with client matters.

 

   

Matt Town CIM

Associate Advising Representative

 

Matt first joined IAIC as a summer student in 2010.  During this time Matt assisted the organization on several operational projects within the ICPM Support Services division.   Matt graduated from the University of Guelph with a BA degree in 2013 where his main area of study was economics.   After graduating, Matt joined IAIC's ICPMS Support Services division fulltime.  

 

As a member of IAIC's ICPM Support Service team, Matt supports the organization's portfolio managers by performing research and assisting with client matters.

   

Candis Fitch CIM

Advising Representative 


Candis joined IAIC's growing ICPM Support Services division in 2013.  Candis comes to IAIC having been employed by a major Canadian Bank working in its retail division.  Having earned an Honours Bachelor of Business Administration degree from the Goodman School of Business at Brock University in 2013, Candis has studied extensively in the field of finance.  Candis is currently working towards becoming a CFA Charterholder.

 

As a member of IAIC's ICPM Support Services team, Candis supports the organization's portfolio managers by performing research and assisting with client matters.

   
   

Belinda O'Brien

Administrator

 

Belinda joined the financial services industry in 1998 working for a national firm in their administration group before becoming a branch manager.  In 2005, Belinda joined IAIC's administration group and worked closely with Financial Service Entities in servicing clients.  Belinda transferred to the ICPM Support Service division in 2011.
 
In her role as the ICPMSS Administrator, Belinda works directly with IAIC's Portfolio Managers monitoring the workflow process.  She also oversees the ICPMSS email to ensure that all enquiries from the FSEs are distributed accordingly and replied to promptly.  In addition to administrative duties, Belinda also assists in compliance related matters.

 

 

   

Marketing

 


 

Courtney Dowling

Marketing Operations Specialist

 

 

Courtney supports the IAIC Marketing department with operational and analytical support on marketing campaigns, events and initiatives.  

 

Courtney graduated from Conestoga College with a Business Diploma in 2013.  Courtney, enjoys photography and is always eager to snap pictures of her friends and family. Courtney is currently on maternity leave.

INFORMATION TECHNOLOGY

Jason Voll

IT Manager

 

Jason has worked in the accounting and information technology field for more than 10 years.  After earning a diploma in Business Administration – Accounting from Georgian College, Jason began his career at  a national accounting firm as a staff accountant.  Recognizing his knowledge of systems and software, the firm asked Jason to move into their IT department shortly after he joined their organization.  In 2003, Jason began working at Ward & Uptigrove Chartered Accountants as a staff accountant where his knowledge and expertise in computers resulted in him leading various IT related projects.   Jason joined IAIC in 2012 to help the organization advance its use of information technology.

 

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.

   
   
 CLIENT SERVICES  
 Brenda Brown

Brenda Brown

Client Services Manager

 

Brenda graduated from Ontario Business College in 1988 and immediately began her career in the financial services industry.  Prior to joining IAIC, Brenda worked at various banks and national wealth management firms in a variety of client service and administration roles.  Brenda began working in the administration group of IAIC in 2002.

 

As the Client Services Manager, Brenda oversees the day-to-day activities of the client services team and is responsible for the firms bookkeeping and leads various office projects.

 

   
 Marilyn Riff

Marilyn Riff

 

Marilyn has been working in the wealth management industry since 1985.  Prior to joining IAIC, Marilyn worked for a multinational financial service firm where she served in a variety of customer service and financial consultant support roles, with a focus on areas related to information technology.  Through Career College, Marilyn has taken several courses to develop her computer software skill set.

 

Marilyn joined IAIC's clients services team in 2002. Amongst other administrative job functions, Marilyn is responsible for the generation of many of the client reports used by IAIC personnel in managing client portfolios.

 

   
 Shannon Faulkner

Shannon Faulkner

 

Shannon graduated from Fanshawe College in 1999 and began working in the financial services industry in 2005.  Shannon worked as an Administrative Assistant and a Mutual Fund Dealer Administrator prior to joining IAIC in 2010.

 

Shannon works directly with the Financial Services Entities to process client requests and transactions.

 

   
 

Laura Long

 

Laura began her career in the financial services industry in 2008 starting as the personal assistant for an advisor at an national wealth management firm.  In 2010, Laura transitioned into a fulltime role at the firm in the administration group.  Laura joined IAIC's Client Services in 2011.

 

Laura works directly with Financial Services Entities to process client requests and transactions.

 

   

Jennifer  Bournon

 

Jenn joined IAIC in January 2015. As a member of the IAIC Client Services Team, Jenn works directly with Financial Services Entities to process client requests and transactions. Jenn has many years of experience in financial service administrative support field having worked for two national investment firms. Jenn also ran her own business for several years offering childcare services out of her home. Jenn`s consistent attention to detail and commitment to clients ensures that all client requests are fulfilled on time.

 

Jenn loves a challenge, having recently completed her first half marathon. Jenn lives in Listowel with her husband and 3 children.

   

Amber McCraney

 

Amber joined IAIC in the spring of 2016. Amber's strengths are customer service, ability to prioritize, multitask. She brings an upbeat and positive attitude to her role  in supporting IAIC processing client requests and transactions.  Amber has been in the Financial Industry since 2007 holding numerous roles with two major financial institutions. 

 

Amber holds a certificate in Social Media Marketing from Conestoga College and is a host for international exchange students. Since January 2009 Amber has been volunteering with the Steve Kerr Memorial Complex with the municipality on the fundraising committee.  

   
 

 

 

 
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