Unclaimed brand
I’m committed to helping clients realize their short- and long-term financial goals through integrated financial planning. I build long-term relationships with individuals and families so that they achieve their financial goals. We’ll take the time to really get to know you and provide you with truly integrated financial planning. This means that we’ll go beyond investments to look at every aspect of your financial life, which includes your budget, debt or mortgage, insurance and estate planning needs, and strategies to help you reduce the impact of tax, so you can keep more of what you earn. As we explore your financial goals and concerns, we’ll create your IG Living Plan with strategies to help you make the most of every financial opportunity. And, as your life changes, we’ll adapt the plan so that you’re able to enjoy your life today and feel confident about the future.In addition to working directly with valued clients, I also lead a team of financial professionals focused on client outcomes and great service.
Liking this brand profile? Share this page
Hex Code
Color name
RGB
HSL
CMYK
#0073CF
Science Blue
0, 115, 207
207, 100, 41
100, 44, 0, 19
#003B86
Congress Blue
0, 59, 134
214, 100, 26
100, 56, 0, 47
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
Helene Ata is an Executive Financial Consultant and Division Manager with IG Wealth Management, serving individuals, families, and business owners from Pickering, Ontario. Her practice focuses on building lasting client relationships and helping people pursue short- and long-term financial goals through personalized, integrated planning. Rather than concentrating solely on investments, Helene and her team consider the broader financial picture, including cash flow and budgeting, debt and mortgages, insurance, tax strategies, estate planning, retirement income, and major expenses.
Clients work with the team to create an IG Living Plan tailored to their priorities and changing circumstances. The plan is reviewed and adapted over time, with the aim of supporting financial confidence and helping clients make informed choices about both present needs and future goals. Services include access to investment products, mortgage strategies, tax planning, estate planning advice, retirement planning, and regular proactive plan reviews. The team also helps business owners connect personal and business financial planning to support overall financial health.
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
The IG Wealth Management name, logos and brand assets are trademarks of IG Wealth Management and its affiliates. Brandfetch isn't affiliated with or endorsed by IG Wealth Management. Their use is subject to IG Wealth Management's brand guidelines.
