Helene Ata - IG Wealth Management

Helene Ata - IG Wealth Management At IG Wealth Management we know that today, good financial advice is more important than ever. Disclosures: https://www.ig.ca/en/legal/disclosures

Executive Financial Consultant & Division Manager, IG Wealth Management Inc., Mutual Fund Division
CERTIFIED FINANCIAL PLANNER designation, RRC, MFA-P™, QAFP, CFP We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. I do this by providing financial guidance in six key areas; Investment, Retirement, Mor

tgage, Estate, Tax and Insurance Planning. For over 90 years, we have felt that building long-term relationships is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.

Rediscover IG!!100 YEARS of providing Canadians with true financial planningElevate Your Practice with True Integrated P...
05/24/2026

Rediscover IG!!

100 YEARS of providing Canadians with true financial planning

Elevate Your Practice with True Integrated Planning

At IG, deliver more than investments—offer clients full financial solutions across tax, estate, insurance, retirement, and more.

Join a team of top-tier professionals and a firm ranked #1 in fee-based AUA.*

Ready to grow your impact? Let’s connect.



IG is leading the industry* for those who want to focus on true integrated financial planning that includes: investments, mortgages, tax planning, estate plans, philanthropy, retirement, insurance, private company advisory and private wealth planning.

🌟 We’re Growing — and You Could Help Shape That Growth! 🌟 Now Hiring: Associate We’re looking for an individual who love...
02/18/2026

🌟 We’re Growing — and You Could Help Shape That Growth! 🌟

Now Hiring: Associate

We’re looking for an individual who loves supporting clients, building strong relationships, and contributing to a team’s long-term success. This role is ideal for someone who enjoys marketing, outreach, networking, and proactively generating new opportunities through their own initiatives and professional connections.

As an Associate, you’ll play a meaningful role in driving business development, supporting clients’ financial well-being, and contributing directly to the ongoing growth of our practice. You’ll help expand our reach, strengthen client engagement, and support a high-performing team committed to making a positive impact.

What You Can Expect:
💼 Hybrid role
💰 Base salary + bonuses tied to new business and production
🎓Full Training through great resources including IG University, specialists, partners and more
🤝 A collaborative, supportive team with strong growth ahead
🚀 Opportunities to shape the future of an expanding practice

For Licensed Individuals:
There is an exciting opportunity to take part in higher-level business development initiatives, including supporting Centers of Influence (COI) engagement and helping identify and cultivate new opportunities within our pipeline.

If you—or someone you know—thrives on connecting with people, driving results, and being part of a dynamic team, I’d love to chat.

📧 Please email your CV to: [email protected]

11/29/2022

It’s time to do the type of financial planning you’ve always wanted to do: Entrepreneurship with expert support. It’s time to join IG: Visit ig.ca/joinIG

IG Wealth Management invites you to a virtual, holiday event with Canada’s baking sweetheart, Anna Olson on Dec. 9th at ...
11/13/2022

IG Wealth Management invites you to a virtual, holiday event with Canada’s baking sweetheart, Anna Olson on Dec. 9th at 6 pm CT.

Bake along with Anna as she prepares two, delectable shortbread recipes and a surprise recipe that will become a seasonal staple in your home! This event is suitable for all ages and there will be an opportunity for Anna to answer
audience questions.

Register here:

You’re invited to join Canada’s baking sweetheart, pastry chef Anna Olson, in baking up some spectacular treats to share with family and friends this holiday season! Bake along with Anna as she makes not just one, but TWO delectable shortbread recipes.Anna will also share an additional surprise ...

You deserve more than investment advice. Get the advice you need from a real financial plan with IG which includes inves...
09/28/2022

You deserve more than investment advice. Get the advice you need from a real financial plan with IG which includes investments, tax strategies, retirement, estate planning, mortgages and insurance. Learn more today:

Effective financial planning goes beyond simply growing investments. The IG Living Plan takes into account every aspect of your financial life.

10/14/2020

You can now book your initial discovery meeting or plan review meeting right here.

You can now book and manage appointments using our booking page.

To get a better idea of whether you are on track to meet your financial goals, take the IG Living Plan Snapshot. After a...
10/08/2020

To get a better idea of whether you are on track to meet your financial goals, take the IG Living Plan Snapshot. After answering a few questions, you’ll receive a score for each dimension of your financial well-being. We will review these results together to help you stay open to more of life’s possibilities.

https://snapshot.investorsgroup.com/?aid=8b3bfbea-f1d3-48ba-8540-8a2825fb37f1

09/23/2020

Address

Pickering, ON

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