The Atkinson Group
120 - 2121 152nd Street V4A 4P1 Surrey, BC, Canada

With health and financial well-being top of mind, now is a timely opportunity to have meaningful family conversations and plan for the future. For women, in pa...rticular, it’s also important to understand how your financial security is often shaped by longer life expectancies and the reality that you are more likely to be a caregiver than the recipient of care from a partner. Join us for this special webcast in honour of #MothersDay : http://ow.ly/Imme50zqg2Z See more

First and foremost, I want to continue to wish you and your family great health and safety during this difficult time. I have personally put together a video presentation to address our financial planning recommendations for the foreseeable future. It is a quick 14 minute video that addresses the two questions most investors are asking right now are.Am I Ok? Am I still on track? If your current advisor has not addressed these questions with you we would certainly be open to ...discussing further. As always, if you have any questions or feedback regarding the content, please feel free to let me know and I would be more than happy to address them with you. Additionally, if you feel that any of your family, friends or colleagues could benefit from this information please feel free to forward them this post or YouTube link. (For best quality, please click on the gear icon on bottom right of the video and select Quality - 1080p) Warmest Regards, Ian Atkinson, CFP, BBA, RRC

And that’s a wrap for this year’s Apex Summit held in beautiful Québec City! Apex Summit is a 3-day conference focusing on continuing education, put on by IG Wealth exclusively for their advisors. Our own senior financial consultant, Ian Atkinson, was in attendance supporting our goal of continually improving our education to benefit our clients and providing top notch financial planning advice by delivering incredible value to our clients. ... (He also reports the buffalo chicken poutine was delicious! )

Calling all Snowbirds! Perhaps you, or someone you know, is either a current U.S. property owner, or is thinking about this kind of a lifestyle whether in the near or not so distant future. Get your questions answered on October 30th, on us. (There will even be wine ) We still have a couple of seats open for this event and as always these events are on a first come first serve basis. Send us a message if you would like to attend!

Happy Thanksgiving from our families to yours! Hoping you get to spend plenty of time this weekend to connect with those you love, to fill your bellies with good food, and to reflect on the blessings received as well as what is next on the horizon for you this season!

Choosing the right executor is an important part of estate planning. Here's what you should look for when searching for one. http://ow.ly/uGQk50uUfml

Financial planning is not just about numbers and paperworkit’s about your goals and dreams.

Trade wars, interest rate hikes and European elections all contributed to a general feeling of uneasiness in 2018, but prudent investors should have taken this uncertainty in stride. Rolling mini-crises aren’t entirely a bad thing because they blow off steam, says Steve Rogers, an investment strategist with IG Wealth Management. And some of these events are only happening because the economy is doing well. With the year coming to a close, let’s look back at five events that impacted markets this year.

Make sure you're up-to-date on every tax change for 2018. Here's what you need to know.

Managed portfolios are all the rage these days. Why? Because they incorporate risk tolerance, personalized goals and other factors into a balanced fund-like structure. Here’s why these funds may be the future of investing.

Excited about the new brand relaunch.

For large, unexpected expenses a HELOC may be a better option than withdrawing from your RRSP.

While many retirees stay close to home, others are choosing to relocate. Here’s what you should consider. https://goo.gl/D9MHE5

Being under-insured can put you at risk, but paying for more than you need can put a strain on your finances. In our latest article, we’re helping you figure out what kind of coverage you really need.

Amazing! Over $850,000 raised at the Investors Group walk for Alzheimer’s

#jerseysforhumboldt

Sending warmth and happiness this #Easter weekend !

Cashing in or opting out? How investors are assessing these controversial emerging markets, and what you need to know.

The cost of life insurance may never be lower for you than it is today. The younger and healthier you are, the lower your rates will be. https://goo.gl/3pyKVr

Very good points made by Jordan Bateman of the ICBA regarding BC’s Site C dam.

#EconomicUpdate: Today the federal government announced plans to speed up indexing of the Canada Child Benefit, and to enhance the Working Income Tax Benefit. Learn more about those plans, and last week’s announcement of the small business tax rate reduction, here: https://goo.gl/mpdptY

The Government of Canada provides a lot of leeway when it comes to taking CPP. However, the timing will have an impact on your payments. Here’s a look at how the system works: https://goo.gl/3b9S9P

"This is one of the few cases that all Canadians should be up in arms about taxing the rich. It's bad policy, and it's bad for all Canadians." #BeInformed Visit www.langleychamber.comfor a letter template that you can use to share your concerns with your local MP! #TaxReform

Big Congrats to Jon Vos for getting a Hole In One on #8 of Morgan Creek at the PrintForward Printing & Imaging Association golf tournament. We were ecstatic today to present him a cheque for $5000!!! If your company, association or charity is organizing a golf tournament we would be more than happy to support it by donating a great Hole In One prize!