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TriCert Investment Counsel Inc. [prev. Independent Accountants’ Investment Counsel]

Address

1A-510 Weber Street North
Waterloo, Ontario N2L 4E9
(519) 291 - 2817

Principal Contacts

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

None specified.

Provinces of Business

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario*
Prince Edward Island
Quebec
Saskatchewan
Yukon

* indicates a physical location in this province

TriCert Investment Counsel, formerly Independent Accountants’ Investment Counsel (IAIC) is a registered portfolio management firm founded in 1999, managing over $2.5 billion in assets under management (AUM) for thousands of households across all ten Canadian provinces and the Yukon Territory. At TriCert Investment Counsel, we’re investors, not traders. Our QSect™ approach utilizes a quality, sector-based methodology, matching a client’s risk tolerance with a tailored portfolio to meet goals while comforting clients through volatile markets.

Taking a holistic view of your financial affairs, together with your tax plan, financial plan, and broader financial landscape, we tailor solutions unique to you. Your financial plan’s goals serve as our benchmark to build portfolios that let you sleep soundly, optimize tax efficiency, and deliver results.

for investors