Ian believes that building wealth is only part of the equation. Protecting what you've created, making smart decisions along the way, and ensuring your success benefits the people who matter most are equally important.

With over 20 years of experience in the financial services industry, Ian Atkinson is a CERTIFIED FINANCIAL PLANNER professional who provides comprehensive wealth management financial planning services to successful individuals, families, business owners and incorporated professionals throughout South Surrey, Langley, Vancouver and the Fraser Valley.

Ian specializes in helping clients navigate increasingly complex financial decisions, with a particular focus on investment management, retirement planning, tax-efficient wealth strategies, corporate-owned life insurance and estate planning.

Ian works with many clients including high-net-worth individuals and families, physicians, incorporated professionals and entrepreneurs seeking sophisticated financial strategies that integrate their personal, corporate and estate planning objectives.

On a personal note, Ian earned his Bachelor of Business Administration (BBA) from the University of Montevallo, where he attended on a golf scholarship and competed as a varsity golfer at the NCAA level. Outside of his professional life, Ian is a dedicated family man and father of three boys. An avid golfer, he continues to enjoy the game and the relationships it creates. Ian is also actively involved in youth sports, volunteering his time coaching minor hockey and baseball in the South Surrey and White Rock communities. 

Giving back to the community is important to Ian and his family, as they have supported a number of charities, including Peach Arch Hospital, BC Children's Hospital, C.H.I.L.D. Foundation, KidSport, Big Brothers and Sisters and a number of professional associations in the Lower Mainland.