Independent Accountants Life Insurance Agency Inc.

ABOUT US 

IALIA is a source for all your insurance-related activities 


Through our network of Accounting firms, we received feedback from many clients that they wanted unbiased advice and information to help them with their insurance needs. They 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 Accounting firms to assist them in their life insurance needs with a goal to provide independent advice that integrates with Accounting, investments and financial plan. 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, predominately 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.


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


 OUR SERVICES


Oliver







Board of Directors



Steve Doty
CPA, CA

click here for biography

   


Sam Zahnd
CPA, CGA

click here for biography

   


Gord Hardie

CFP, CIM, FCSI

click here for biography

   

IAIC INVESTMENT MANAGEMENT

Integrating Accounting, Financial Planning &

Investment Management.


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