InFocus Podcasts

A 9-minute update on the Finance Sector with Steve Cornell, CFA®, ASA, ACIA

In this episode of In Focus, Candis Fitch, CIM®, CIWM, Portfolio Manager, sits down with fellow Portfolio Manager Steve Cornell, CFA®, ASA, ACIA to chat about the Finance Sector. 
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

An 11-minute update on the Industrial Sector with Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Portfolio Manager Michael Williams, CFA®, MBA, MTax, P.Eng, PCAM, to chat about the Industrial Sector. 
 
Recorded on August 3, 2023
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

An 11-minute update on the Investment Outlook with Joel Baker, CIM, MBA

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Chief Investment Officer, Joel Baker, CIM, MBA to chat about the Investment Outlook.
 
Recorded on July 27, 2023
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

Educational Series: A 4-Minute Deep Dive on Quality Investing

In this episode of our In Focus Educational Series, Portfolio Manager Candis Fitch, CIM®, CIWM, explains what quality investing means and how IAIC measures and monitors companies against their diligent approach.
Quality can mean different things to different people. Here you will learn what IAIC defines as quality when selecting investments.  Not only does Candis list the important attributes, but also provides explanations and examples of each to amplify the importance of quality investing to the QSect™ approach.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

Educational Series: A 3-Minute Deep Dive on Exceeding a Household’s Financial Plan Metric

In this episode of our In Focus Educational Series, Portfolio Manager Candis Fitch, CIM®, CIWM, explains exceeding a household’s financial plan metrics.
We hear the topic of benchmarks being thrown around in financial news all the time, but what does it really mean to an individual?  Candis deep dives into the difference between a market index and a client’s personalized financial plan metrics.  Walking through an example of a household’s financial plan metrics explains how this can inform portfolio decisions and ease reliance on generic market benchmarks and highlights the importance of having a personalized financial plan.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

Educational Series: Life Insurance Q&A Part 1 with Oliver Lee

In this In Focus Educational Series episode, Portfolio Manager Candis Fitch, CIM®, CIWM, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA).
Listen as they discuss common questions about Life Insurance.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC) Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward looking statements including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Life Insurance Agency Inc. (IALIA). The information, opinions and recommendations presented in this Podcast are for general information only. It should not be considered as professional advice or a recommendation. Before acting on any information you should consider the appropriateness of the information and speak with one of our agents. 
IALIA is subsidiary of Independent Accountants’ Financial Group Inc. (IAFG).

Educational Series: A 3-Minute Deep Dive on Valuation-based Active Investment

In this episode of our In Focus Educational Series, Portfolio Manager, Candis Fitch, CIM®, CIWM, explains valuation-based active management.
Starting by defining valuation-based active management, we learn that a valuation-based approach involves a rigorous analysis of a company's financial health. Candis then explains how this approach can lead to better outcomes compared to a passive-only approach, including lowering volatility, the ability to accommodate client-specific requests and how this approach is imperative to tax gain/loss harvesting operations.
 
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

ADꓯPT™ saved a client $1.3M

In this episode of In Focus, Mike Gassewitz, President and CEO, sits down with Oliver Lee, Vice President of Life Insurance & Living Benefits at Independent Accountants' Life Insurance Agency Inc. (IALIA). Listen as Oliver explains how the ADꓯPT™ process saved a client $1.3 Million dollars.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC) Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward looking statements including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.
 
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Life Insurance Agency Inc. (IALIA). The information, opinions and recommendations presented in this Podcast are for general information only. It should not be considered as professional advice or a recommendation. Before acting on any information you should consider the appropriateness of the information and speak with one of our agents. 
IALIA is subsidiary of Independent Accountants’ Financial Group Inc. (IAFG).

Let’s Talk Tech with Grayson Waechter, CFA®

Listen to Mike Gassewitz, P. Eng. President and CEO, and Grayson Waechter, CFA®, Portfolio Manager, as they discuss technology, a sub-sector of IAIC's Industrial sector. 
 
Recorded on June 26, 2023
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.

Understanding REITs at IAIC with Joel Baker, CIM, MBA

Most of our clients have real estate investments in their portfolio. Listen to Mike Gassewitz, P. Eng. President and CEO, and Joel Baker, CIM, MBA, Chief Investment Officer, discuss Real Estate Investment Trusts (REITs) as part of our investment strategy.
 
Recorded on May 30, 2023
DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.