Independent Accountants Life Insurance Agency Inc.

ABOUT US 

IALIA is the source for all your insurance-related activities 

 

Through the Independent Accountants’ Financial Group (“IAFG”) , we received feedback from many clients wanting unbiased advice and information to help them with their insurance needs. Clients wanted advice that was not motivated by selling a product but rather, information in an easy to understand client first perspective.

 

Independent Accountants’ Life Insurance Agency Inc. was created specifically to meet this need. IALIA works with clients of our member firms to assist in their life insurance needs. The goal is to provide independent advice that integrates with each client’s unique accounting, investment management and financial planning needs. We put our clients first.

 

 

 

 

Oliver Lee

VP of Life Insurance and Living Benefits

 

My Goal

My goal is to bring my experience and knowledge on life insurance and living benefits to you by offering unbiased and professional advice. I want to give you the straight goods on insurance.

No sales talk.

 

 

A Little About Me

Prior to joining IALIA, I spent 25 years with a large international insurance provider, predominantly working with advisors to support their insurance needs. In my most recent role, I worked closely with investment-focused advisors helping them incorporate insurance into their advisory practices.

On a personal note, I’m married with two daughters and live in Kitchener. Golf and cars are a hobby/passion. If there is a car show with a round of golf afterwards, I’m in heaven.

 

  Oliver

 

 

 

 

   

Andrea McFadden

Life Insurance and Financial Planning Support Representative

 

 

A Little About Me

I joined IALIA in July of 2021 and have more than 10 years of financial service experience. I support the firm by managing client requests and transactions. I strive for excellence and efficiency and take great pride in my work and relationships with clients.

 

I actively enjoy volunteering in my community and keep busy with my two young children.

 

 

 

 

   

 

We provide financial planning services catered to you. Learn more: 

 

 OUR SERVICES

 

 

 


 

 

Board of Directors

 


Steve Doty
CPA, CA

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Sam Zahnd
CPA, CGA

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Gord Hardie

CFP, CIM, FCSI

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IAIC INVESTMENT MANAGEMENT

Integrating Accounting, Financial Planning & Investment Management.

 

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JOIN IAFG - LOVE LIFE. LIVE IT ®.

Redefining our client relationships by providing intergrated wealth management solutions. 

 

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