| Date | Description |
|---|
| 2024-04-04 |
delete source_ip 172.67.137.59 |
| 2024-04-04 |
delete source_ip 104.21.86.216 |
| 2024-04-04 |
insert source_ip 198.12.221.104 |
| 2023-09-30 |
delete address 202-135 Main Street East,
PO Box 68
Listowel, Ontario
N4W 3H2 |
| 2023-09-30 |
delete address 202-135 Main Street East, PO Box 68, Listowel, ON N4W 3H2 |
| 2023-09-30 |
delete career_pages_linkeddomain iafgfirms.ca |
| 2023-09-30 |
insert person Dave Gill |
| 2023-09-30 |
insert person Ryan Hayes |
| 2023-06-15 |
insert person Andrew Nonis |
| 2023-04-13 |
delete cfo Sam Zahad |
| 2023-04-13 |
delete index_pages_linkeddomain iafgfirms.ca |
| 2023-04-13 |
delete person Sam Zahad |
| 2023-04-13 |
update description |
| 2023-04-13 |
update person_description Matthew Hoggarth => Matthew Hoggarth |
| 2023-01-31 |
delete person Abigail Saurette |
| 2023-01-31 |
delete person Abigayle Bock |
| 2023-01-31 |
delete person Belinda O'Brien |
| 2023-01-31 |
delete person Brayden Morris |
| 2023-01-31 |
delete person Christine Murray |
| 2023-01-31 |
delete person Courtney Dowling |
| 2023-01-31 |
delete person Curtis Weber |
| 2023-01-31 |
delete person Jason Voll |
| 2023-01-31 |
delete person Jennifer Bournon |
| 2023-01-31 |
delete person John Stanley |
| 2023-01-31 |
delete person Marilyn Riff |
| 2023-01-31 |
delete person Michel Vervloet |
| 2023-01-31 |
delete person Milly Siderius |
| 2023-01-31 |
delete person Riley Brown |
| 2023-01-31 |
delete person Ryan Hayes |
| 2023-01-31 |
delete person Shannon Faulkner |
| 2023-01-31 |
delete person Wendy Ross |
| 2023-01-31 |
update person_description Brian Durno => Brian Durno |
| 2023-01-31 |
update person_description Candis Fitch => Candis Fitch |
| 2023-01-31 |
update person_description Lee Grimshaw => Lee Grimshaw |
| 2023-01-31 |
update person_description Patrick Tryon => Patrick Tryon |
| 2022-11-19 |
delete coo Mike Kirby |
| 2022-11-19 |
delete address 135 Main Street E. PO Box 68 , Listowel, ON N4W 3H2 |
| 2022-11-19 |
delete career_pages_linkeddomain constantcontactpages.com |
| 2022-11-19 |
delete career_pages_linkeddomain conta.cc |
| 2022-11-19 |
delete contact_pages_linkeddomain constantcontactpages.com |
| 2022-11-19 |
delete contact_pages_linkeddomain conta.cc |
| 2022-11-19 |
delete index_pages_linkeddomain constantcontactpages.com |
| 2022-11-19 |
delete index_pages_linkeddomain conta.cc |
| 2022-11-19 |
delete management_pages_linkeddomain constantcontactpages.com |
| 2022-11-19 |
delete management_pages_linkeddomain conta.cc |
| 2022-11-19 |
delete person David Gill |
| 2022-11-19 |
delete person Mike Kirby |
| 2022-11-19 |
delete phone +1 519.291.2817 1.877.291.3040 |
| 2022-11-19 |
delete terms_pages_linkeddomain constantcontactpages.com |
| 2022-11-19 |
delete terms_pages_linkeddomain conta.cc |
| 2022-11-19 |
insert address 1A-510 Weber Street North,
Waterloo, Ontario
N2L 4E9 |
| 2022-11-19 |
insert address 1A-510 Weber Street North, Waterloo, ON N2L 4E9 |
| 2022-11-19 |
insert address 202-135 Main Street East,
PO Box 68
Listowel, Ontario
N4W 3H2 |
| 2022-11-19 |
insert address 202-135 Main Street East, PO Box 68, Listowel, ON N4W 3H2 |
| 2022-11-19 |
insert person Abdeen Wahab |
| 2022-11-19 |
update person_title Matthew Hoggarth: CIM / Associate Advising Representative, Team Lead; CIM / Associate Advising Representative, ICPMSS Team Lead => CIM |
| 2022-11-19 |
update person_title Milly Siderius: Administrative Assistant => Client Services Representative / Financial Planning |
| 2022-11-19 |
update person_title Riley Brown: Client Services Representative => ICPMSS Administrator |
| 2022-11-19 |
update primary_contact 135 Main Street E. PO Box 68 , Listowel, ON N4W 3H2 => 1A-510 Weber Street North, Waterloo, ON N2L 4E9 |
| 2022-08-12 |
delete person Amber McCraney |
| 2022-08-12 |
delete person Brenda Annett |
| 2022-08-12 |
delete person Susan Thompson |
| 2022-08-12 |
insert career_pages_linkeddomain conta.cc |
| 2022-08-12 |
insert contact_pages_linkeddomain conta.cc |
| 2022-08-12 |
insert index_pages_linkeddomain conta.cc |
| 2022-08-12 |
insert management_pages_linkeddomain conta.cc |
| 2022-08-12 |
insert person Abigail Saurette |
| 2022-08-12 |
insert person Brayden Morris |
| 2022-08-12 |
insert person Christine Murray |
| 2022-08-12 |
insert person Michel Vervloet |
| 2022-08-12 |
insert person Milly Siderius |
| 2022-08-12 |
insert terms_pages_linkeddomain conta.cc |
| 2022-08-12 |
update person_description Belinda O'Brien => Belinda O'Brien |
| 2022-08-12 |
update person_description Matthew Hoggarth => Matthew Hoggarth |
| 2022-08-12 |
update person_title Belinda O'Brien: Administrator; ICPMSS Administrator => Compliance Specialist |
| 2022-08-12 |
update person_title Matthew Hoggarth: CIM / Associate Advising Representative => CIM / Associate Advising Representative, Team Lead; CIM / Associate Advising Representative, ICPMSS Team Lead |
| 2022-05-11 |
delete president Steve Doty |
| 2022-05-11 |
insert ceo Mike Gassewitz |
| 2022-05-11 |
insert president Mike Gassewitz |
| 2022-05-11 |
delete person Jayson Bastien |
| 2022-05-11 |
delete person Steve Doty |
| 2022-05-11 |
insert person Mike Gassewitz |
| 2022-03-11 |
delete person Jonathan Ebrahimi |
| 2022-03-11 |
delete phone 24572646-1 |
| 2021-12-04 |
delete person Christa Frey |
| 2021-12-04 |
delete person Jordan Carter |
| 2021-12-04 |
delete source_ip 207.107.97.96 |
| 2021-12-04 |
insert career_pages_linkeddomain iafgfirms.ca |
| 2021-12-04 |
insert person Abigayle Bock |
| 2021-12-04 |
insert person Curtis Weber |
| 2021-12-04 |
insert person John Stanley |
| 2021-12-04 |
insert person Nicholas Leach |
| 2021-12-04 |
insert person Susan Thompson |
| 2021-12-04 |
insert phone 24572646-1 |
| 2021-12-04 |
insert source_ip 172.67.137.59 |
| 2021-12-04 |
insert source_ip 104.21.86.216 |
| 2021-09-06 |
delete phone 519. 291.3040 |
| 2021-09-06 |
update person_description Grant Roberts => Grant Roberts |
| 2021-09-06 |
update person_title Grant Roberts: Associate Financial Planner => Financial Planner |
| 2021-08-05 |
delete person Andrea McFadden |
| 2021-08-05 |
delete person Oliver Lee |
| 2021-07-03 |
insert person Ryan Hayes |
| 2021-06-03 |
insert career_pages_linkeddomain iafgfirms.ca |
| 2021-06-03 |
update website_status FlippedRobots => OK |
| 2021-05-22 |
update website_status OK => FlippedRobots |
| 2021-04-06 |
delete support_emails cl..@iaic.ca |
| 2021-04-06 |
insert marketing_emails ma..@iaic.ca |
| 2021-04-06 |
delete contact_pages_linkeddomain discussion.community |
| 2021-04-06 |
delete email cl..@iaic.ca |
| 2021-04-06 |
delete fax 519-291-1240 |
| 2021-04-06 |
delete index_pages_linkeddomain discussion.community |
| 2021-04-06 |
delete index_pages_linkeddomain portfoliomanagement.org |
| 2021-04-06 |
insert address 135 Main Street E. PO Box 68 , Listowel, ON N4W 3H2 |
| 2021-04-06 |
insert contact_pages_linkeddomain constantcontactpages.com |
| 2021-04-06 |
insert contact_pages_linkeddomain goo.gl |
| 2021-04-06 |
insert contact_pages_linkeddomain ialia.ca |
| 2021-04-06 |
insert contact_pages_linkeddomain myinvestorportal.ca |
| 2021-04-06 |
insert contact_pages_linkeddomain myportfolioplus.ca |
| 2021-04-06 |
insert contact_pages_linkeddomain remwebsolutions.com |
| 2021-04-06 |
insert email ma..@iaic.ca |
| 2021-04-06 |
insert index_pages_linkeddomain constantcontactpages.com |
| 2021-04-06 |
insert index_pages_linkeddomain goo.gl |
| 2021-04-06 |
insert index_pages_linkeddomain iafgfirms.ca |
| 2021-04-06 |
insert index_pages_linkeddomain ialia.ca |
| 2021-04-06 |
insert index_pages_linkeddomain myinvestorportal.ca |
| 2021-04-06 |
insert index_pages_linkeddomain myportfolioplus.ca |
| 2021-04-06 |
insert index_pages_linkeddomain remwebsolutions.com |
| 2021-04-06 |
insert phone +1 519.291.2817 |
| 2021-04-06 |
insert phone +1 519.291.2817 1.877.291.3040 |
| 2021-04-06 |
insert phone 1 877 291 3040 |
| 2021-04-06 |
insert phone 519. 291.3040 |
| 2021-04-06 |
update description |
| 2021-04-06 |
update primary_contact 135 Main Street East, P.O. Box 68 Listowel, Ontario N4W 3H2 => 135 Main Street E. PO Box 68 , Listowel, ON N4W 3H2 |
| 2021-01-27 |
delete person Laura Long |
| 2021-01-27 |
insert person Christa Frey |
| 2021-01-27 |
insert person Riley Brown |
| 2020-07-12 |
insert support_emails cl..@iaic.ca |
| 2020-07-12 |
delete email vi..@iaic.ca |
| 2020-07-12 |
insert email cl..@iaic.ca |
| 2020-01-07 |
insert person Fred Mabee |
| 2019-11-07 |
update person_title Shannon Faulkner: Client Services Team Lead => Client Services Manager |
| 2019-06-03 |
insert person Andrea McFadden |
| 2019-06-03 |
insert person Brenda Annett |
| 2019-06-03 |
insert person David Gill |
| 2019-06-03 |
insert person Lee Grimshaw |
| 2019-05-03 |
update person_title Grant Roberts: Financial Planning Support Representative => Associate Financial Planner |
| 2018-12-15 |
delete vp Oliver Lee B.Math |
| 2018-12-15 |
delete person Pat Downey CIM |
| 2018-12-15 |
insert person Jayson Bastien |
| 2018-12-15 |
update person_description Brenda Brown => Brenda Brown |
| 2018-12-15 |
update person_description Shannon Faulkner => Shannon Faulkner |
| 2018-12-15 |
update person_title Brenda Brown: Client Services Manager => Finance / Compliance Administrator |
| 2018-12-15 |
update person_title Oliver Lee B.Math: Vice President => Vice President, Life & Living Benefits |
| 2018-12-15 |
update person_title Shannon Faulkner: Client Services Representative => Client Services Team Lead |
| 2018-10-02 |
update person_title Courtney Dowling: Marketing Operations Specialist => Senior Marketing Specialist |
| 2018-10-02 |
update person_title Matt Town CIM: Associate Advising Representative => Advising Representative, ICPMSS Team Lead |
| 2018-03-04 |
insert vp Oliver Lee B.Math |
| 2018-03-04 |
insert person Oliver Lee B.Math |
| 2018-01-24 |
delete source_ip 208.85.221.74 |
| 2018-01-24 |
insert person Ashley Hiusser |
| 2018-01-24 |
insert person Grant Roberts |
| 2018-01-24 |
insert person Matthew Hoggarth |
| 2018-01-24 |
insert person Matthew McCracken |
| 2018-01-24 |
insert source_ip 207.107.97.96 |
| 2018-01-24 |
update person_description Candis Fitch CIM => Candis Fitch CIM |
| 2018-01-24 |
update person_description Jonathan Ebrahimi => Jonathan Ebrahimi |
| 2018-01-24 |
update person_title Amber McCraney: null => Client Services Representative |
| 2018-01-24 |
update person_title Grayson Waechter: Member of the IAIC 's ICPM Support Services => Associate Advising Representative |
| 2018-01-24 |
update person_title Jonathan Ebrahimi: Associate Financial Planner => Investment Analyst |
| 2018-01-24 |
update person_title Laura Long: null => Client Services Representative |
| 2018-01-24 |
update person_title Marilyn Riff: null => Client Services Representative |
| 2018-01-24 |
update person_title Shannon Faulkner: null => Client Services Representative |
| 2017-11-09 |
update person_description Ashley Aylward => Ashley Aylward |
| 2017-10-05 |
update person_title Candis Fitch CIM: Associate Advising Representative => Advising Representative |
| 2017-06-23 |
delete person Courtney Woods |
| 2017-06-23 |
insert person Courtney Dowling |
| 2017-05-09 |
delete person Annette Malott |
| 2017-05-09 |
delete person Ashley Hiusser |
| 2017-05-09 |
insert career_pages_linkeddomain discussion.community |
| 2017-05-09 |
insert contact_pages_linkeddomain discussion.community |
| 2017-05-09 |
insert index_pages_linkeddomain discussion.community |
| 2017-05-09 |
insert management_pages_linkeddomain discussion.community |
| 2017-05-09 |
insert service_pages_linkeddomain discussion.community |
| 2017-05-09 |
update person_description Courtney Woods => Courtney Woods |
| 2016-12-06 |
delete person Courtney Dowling |
| 2016-12-06 |
insert person Annette Malott |
| 2016-12-06 |
insert person Courtney Woods |
| 2016-12-06 |
insert person Matt Town CIM |
| 2016-12-06 |
update person_description Amber McCraney => Amber McCraney |
| 2016-12-06 |
update person_description Ashley Hiusser => Ashley Hiusser |
| 2016-12-06 |
update person_description Belinda O'Brien => Belinda O'Brien |
| 2016-12-06 |
update person_description Jordan Carter CIM => Jordan Carter CIM |
| 2016-12-06 |
update person_description Wendy Ross => Wendy Ross |
| 2016-12-06 |
update person_title Belinda O'Brien: Workflow Administrator => Administrator; ICPMSS Administrator |
| 2016-12-06 |
update person_title Candis Fitch CIM: CIM => Associate Advising Representative |
| 2016-12-06 |
update person_title Grayson Waechter: Research Associate; Member of the IAIC 's ICPM Support Services => Member of the IAIC 's ICPM Support Services |
| 2016-12-06 |
update person_title Jordan Carter CIM: Portfolio Manager => Advising Representative |
| 2016-12-06 |
update person_title Krishna Beharry CIM: Portfolio Manager => Advising Representative |
| 2016-12-06 |
update person_title Patrick Tryon CIM: Portfolio Manager => Advising Representative |
| 2016-12-06 |
update person_title Wendy Ross: ICPMSS Administrator => Trader |
| 2016-11-07 |
insert coo Mike Kirby |
| 2016-11-07 |
insert index_pages_linkeddomain portfoliomanagement.org |
| 2016-11-07 |
insert person Mike Kirby |
| 2016-10-09 |
insert cfo Sam Zahnd |
| 2016-10-09 |
insert person Sam Zahnd |
| 2016-07-15 |
update person_title Belinda O'Brien: null => Workflow Administrator |
| 2016-07-15 |
update person_title Grayson Waechter: Member of the IAIC 's ICPM Support Services => Research Associate; Member of the IAIC 's ICPM Support Services |
| 2016-06-12 |
delete person Courtney Woods |
| 2016-06-12 |
insert person Amber McCraney |
| 2016-06-12 |
insert person Ashley Hiusser |
| 2016-06-12 |
insert person Brian Durno |
| 2016-06-12 |
insert person Courtney Dowling |
| 2016-06-12 |
insert person Maria Wus |
| 2016-01-14 |
update person_title Candis Fitch: null => CIM |
| 2015-12-03 |
delete person Bryon Bates |
| 2015-12-03 |
delete person Troy Dore |
| 2015-12-03 |
insert person Grayson Waechter |
| 2015-12-03 |
update person_description Jordan Carter CIM => Jordan Carter CIM |
| 2015-12-03 |
update person_description Krishna Beharry CIM => Krishna Beharry CIM |
| 2015-12-03 |
update person_description Pat Downey CIM => Pat Downey CIM |
| 2015-12-03 |
update person_title Brenda Brown: Counsel; Administrator => Client Services Manager |
| 2015-12-03 |
update person_title Jordan Carter CIM: Associate Advising Representative => Portfolio Manager |
| 2015-12-03 |
update person_title Pat Downey CIM: Associate Advising Representative => Portfolio Manager, Manager ICPM Support Services |
| 2015-12-03 |
update person_title Patrick Tryon CIM: CIM / Portfolio Manager => Portfolio Manager |
| 2015-08-17 |
update person_description Steve Doty => Steve Doty |
| 2015-06-14 |
insert otherexecutives Karin McNabb B. |
| 2015-06-14 |
update person_title Karin McNabb B.: Senior Marketing Manager; Chairman of the Hopespring Cancer Support Center 's Spiritual Warrior Scholarship Committee => Vice President, Marketing; Chairman of the Hopespring Cancer Support Center 's Spiritual Warrior Scholarship Committee |
| 2015-05-17 |
insert person Ashley Aylward |
| 2015-05-17 |
insert person Jonathan Ebrahimi |
| 2015-05-17 |
insert person Michael Davies |
| 2015-05-17 |
update person_description Jordan Carter => Jordan Carter CIM |
| 2015-02-19 |
delete person Brianne Weaver |
| 2015-01-22 |
insert person Courtney Woods |
| 2015-01-22 |
insert person Karin McNabb B. |
| 2015-01-22 |
insert person Patrick Tryon |