The Team
KEVIN SMITH
If you are like most people who’ve created success in their business, you know that who you have advising you can have a big impact on the quality of your decisions. Kevin has been at the planning table with successful business owners, franchisees and Canadian Tire Dealers for decades; and for good reason – his focus is your focus.
Kevin designed the firm on a few simple and powerful principles:
- clients are clear on their goals before planning decisions are made
- he remains independent from any affiliation with banks, insurance companies and mutual funds so that advice isn’t inappropriately biased
- give clients the advice that’s in their best interest, even when it’s not what they want to hear
- integrity throughout the entire process
Does it work? Three decades of financial planning have given Kevin the opportunity to guide his clients through some of the most challenging periods of volatility in business, markets and investments. In 2008, Kevin moved all of his clients who listened to him out of the market early in the year prior to the collapse. When the market dropped -33.8%, his clients collectively had less than a 1% decline. While no one can predict the markets, Kevin’s experience and insights prove relevant to his clients over and over.
When you want to forecast and look ahead of the curve, Kevin is often the resource business owners seek out – it has been a hallmark of his from the start. For example, well before it became a common practice, Kevin began to develop financial strategies for his clients that integrated asset, tax, insurance and estate management into an encompassing plan. He has further expanded and refined this process and brings sophisticated strategies to address investment risk, reduce tax, protect and enhance estates.
Whether he is leading your planning work, or bringing an additional, needed voice to your existing planning team, Kevin Smith and his team bring financial planning that lets you move with greater clarity and confidence.
MICHAEL KAMIEN
Director at Icon Advanced Capital & Estate Planning Inc.
Since 2021, I have proudly served as the Director at Icon Advanced Capital & Estate Planning Inc. In this role, I oversee a comprehensive range of services, including asset management, tax reduction, and legal and estate planning. I am committed to providing our clients with the expertise and guidance they need to thrive in today’s complex financial landscape.
Partner at BDO Canada LLP
In September 2010, Nadler and Company merged with BDO Canada LLP. As a partner at BDO Canada LLP, I provided strategic and advisory services to a wide range of clients, including ICON’s valued customers. For over a decade, I have been dedicated to helping clients achieve their financial goals through proactive strategies and ongoing financial efficiencies.
Partner at Nadler and Company
As a partner at Nadler and Company, I had the privilege of serving from 1988 to 2010. During this time, I honed my skills as an accountant and advisor, working closely with numerous Canadian Tire Dealers. My role involved providing invaluable guidance on their journey towards financial security.
Other
In addition to my primary responsibilities, I serve as a trusted resource, helping clients integrate all aspects of their roles. I believe in identifying efficiencies beyond traditional accounting methods to support their desired lifestyle and make informed family choices. I take on the role of a family controller for retired clients, closely monitoring their progress and ensuring their financial well-being.
ANIA IDZIK
Ania is in charge of all business development and technology at ICON. Ania researches and implements programs and systems with a view to enhance and simplify the ongoing client experience.
Ania completed her Business Management and Marketing Diploma from George Brown College in Toronto and worked with a large Canadian bank and has been in the financial services industry since 2014.
In her spare time, Ania is an avid tennis player and sports enthusiast and enjoys investigating new approaches and leading edge technologies to make life simpler and more efficient.
KIM DUFFY
With over 30 years of experience in the financial services industry, Kim has gained extensive knowledge and expertise in various roles, including accounting, financial administration and handling complex financial transactions with precision and attention to detail.
Kim deeply understands all aspects of financial administration across a broad range of financial enterprises, including Fund Companies, Dealer Head Offices, and Representative management. This diverse experience has given Kim a well-rounded understanding of the financial services landscape and the ability to adapt to different environments.
Outside of work, Kim enjoys indulging in her hobbies, and during my spare time, you can often find her knitting or engrossed in a good book. These activities help Kim relax and recharge, allowing her to bring fresh perspectives and creativity to her work at ICON.
Contact Us
ICON Advanced Capital & Estate Planning Inc.
3008 Dundas Street West
Toronto, ON M6P 1Z3
Call us at the office: 416.604.8753 or Toll Free at 1.877.604.8753
You can fax us too, at 416.604.0476
Email: adm@iapi.ca