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Independent Accountants’ Investment Counsel Inc.
Address
135 Main Street East
PO Box 68
Listowel,
Ontario N4W 3H2
(519) 291 - 2817
ext.
429
Toll Free:
(877) 291 - 3040
samz@iaic.ca
www.iaic.ca
Principal Contacts
Sam Zahnd
CFO
Tel: (519) 291 - 2817
samz@iaic.ca
Client Minimums
Private: $250,000
Types of Accounts Managed
- Private Individual / Investor
Provinces of Business
- Alberta
- British Columbia
- Manitoba
- Newfoundland and Labrador
- Nova Scotia
- Ontario*
- Prince Edward Island
- Quebec
- Saskatchewan
* indicates a physical location in this province
Independent Accountants’ Investment Counsel (IAIC) was established in 1999 and founded on the concept of integrating the services and knowledge of a client’s accountant into the portfolio management process. The goal was to create an environment ensuring client specific information regarding various wealth management strategies including tax, estate and retirement planning were continually shared between a client’s accountant and their portfolio manager.
Today, IAIC’s team of portfolio managers and financial planners work with over 15 independent accounting firms to provide investors a truly integrated and comprehensive wealth management service. IAIC currently manages over $2 billion for over 2,300 clients.