Ian Atkinson, CFP - IG Wealth Management

About

Ian and his team have over two decades of experience providing goal-oriented and plan-driven financial advice.

Our goal at the Atkinson Group is to provide clients proactive and comprehensive planning solutions to effectively achieve client’s financial goals and plans. Wealth management is the consultative process of meeting the needs and wants of clients by providing the appropriate financial products and services.

We take our roles in the lives of clients seriously and strive to provide an enhanced client service experience and an overall offering that provides significant value. Our passion and expertise revolve around assisting professionals, business owners, families, and those with international and cross border financial issues with achieving their most desirable financial goals. We build tailor-made, strategic plans to advise exactly what they have to do to achieve their goals going forward.

This process arises from taking genuine care and concern for your financial security and success, coupled with a promise to continually educate clients on the ever changing financial landscape both at home and abroad.

Above all else, we value the relationships and trust we build so that we may continue to provide clarity and peace of mind for all of clients both now and in the future.

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