Helene Ata, Cfp®, Qafp, Rrc®, Csc Division Manager/Executive Financial Consultant
About Helene Ata, Cfp®, Qafp, Rrc®, Csc Division Manager/Executive Financial Consultant
Helene Ata is a Division Manager and Executive Financial Consultant at IG Wealth Management, specializing in retirement income strategies for clients nearing retirement. With a background in finance and extensive training, she provides a comprehensive range of financial services while mentoring other advisors in the industry.
Work at IG Wealth Management
Helene Ata has been a part of IG Wealth Management since 2007, serving as a Consultant for 17 years. She was promoted to Division Manager in 2014, a position she has held for 10 years at the Pickering, Ontario office. In her role, she focuses on helping clients achieve early retirement while maintaining their lifestyle and minimizing taxes. She partners with successful executives and professionals nearing retirement to develop effective retirement income strategies. Additionally, she is responsible for recruiting and training new talent within the organization.
Education and Expertise
Helene Ata has a diverse educational background. She studied Fashion/Apparel Design at Seneca Polytechnic from 1987 to 1993. She later pursued finance-related studies at various institutions, including the Canadian Securities Institute, where she completed the Canadian Securities Course in 2018. She achieved the Registered Retirement Consultant designation from The Canadian Institute of Financial Planning between 2016 and 2017. Helene is currently studying at FP Canada to achieve the Certified Financial Planner (CFP) designation, which she has been working towards since 2022.
Background
Before her tenure at IG Wealth Management, Helene Ata worked in sales and marketing at Sheraton Parkway Toronto North from 1995 to 1997. This experience contributed to her skills in client relations and business development. Her career in financial consulting began after her studies in finance, leading her to specialize in retirement planning and wealth management.
Achievements
Helene Ata has achieved several professional designations throughout her career. She became a Certified Field Trainer at the Investors Group Institute of Training in 2013. Additionally, she holds the FPSC Level 1® Certificant from the Financial Planning Standards Council, which she obtained between 2015 and 2017. Her commitment to professional development is evident in her ongoing education and her role in coaching and mentoring other advisors in important skills and sales techniques.