HELENE ATA, CFP®, RRC®, MFA-P™, QAFP®, Financial Planner, Division Manager and Executive Financial Consultant, IG Wealth Management Inc., Mutual Fund Division, Toronto, ON.
HELENE ATA “We’re fully invested in doing the right thing for clients. Their success is our success.” For Helene Ata, CFP®, RRC®, MFA-P™, QAFP®, juggling isn’t a side effect of her 20- year career success. It’s the job itself. As a Financial Planner, Division Manager, and Executive Financial Consultant with IG Wealth Management (IG), Helene’s days move between client meetings, building financial plans, team check-ins, recruiting strategy, coaching sessions, and continuously g
NATALIE NOBLE
16 minutes ago
DEAN HOU, CFA® Investment Advisor, CIBC Wood Gundy, Oakville, Ontario
DEAN HOU "Returns are outcomes. Structure is intention.” As the world and lives continuously evolve, so do markets, finances, and investments. The awareness that change is constant forms the foundational philosophy for Dean Hou, CFA®, Investment Advisor with CIBC Wood Gundy. “Whatever you did last year might not work next year,” he says. “We don’t wait for what’s next. We plan for different probabilities and focus on making sure the clients are pr
NATALIE NOBLE
22 hours ago
