As leaders in the field of wealth management, we deliver an unparalleled focus in the areas of investment management and unique tax and estate planning strategies for professionals, business owners, and high net worth individuals and their families.
We are committed to life-long relationships built on respect, attention to detail and steady portfolio growth.
Lyle Karasick, CFP®, RRC, B.Admin.
CERTIFIED FINANCIAL PLANNER® professional
Registered Retirement Consultant
Toll Free: 1-866-213-1113
Lyle has been a respected financial advisor since 1989 and is recognized for his extensive experience in comprehensive financial planning for high net worth individuals, families, retirees, professionals, and corporations. Lyle was among the first to earn the CERTIFIED FINANCIAL PLANNER designation in Canada, and currently focuses his practice on wealth creation and preservation through advanced tax and estate planning strategies.
Since 1993, Lyle has ranked among the top 1% of IG Wealth Management Consultants nationally* and has earned the highest attainable national award from IG, the President’s Elite every year since its inception in 1996. In 1997, Lyle was awarded the prestigious IG Wealth Management Award of Excellence† and in **2010, and again in 2014, 2015, 2016 and 2017 he was awarded the prominent Harold Sinclair award in recognition of outstanding long-term achievement.
As it is his belief that knowledge should be shared, Lyle coaches financial advisors and also lectures extensively to both industry and non-industry audiences. As a former business owner and managing director, Lyle also counsels business owners on corporate financial planning issues.
Lyle lives in South Surrey with his family and serves in a variety of community and professional activities. He is currently involved with United Way, the BC and Canadian Cancer Society, Canadian Blood Services, Special Olympics BC and the Adoptive Families Association of BC. Lyle also performs voluntarily for children groups as an amateur magician.
*Top 1% of IG. Consultants based on business (1996-2019).
**Based on top ten Consultants as measured by cumulative IG New Business Credits in the 90-year history of IG Wealth Management as of December 31, 2015
Aaron Crabtree, CFP®, CLU, RRC, FMA
Senior Executive Financial Consultant
Aaron joined the practice in 2001. As a CERTIFIED FINANCIAL PLANNER® professional, he meets the FP Canada’s rigorous pre- and post-certification standards in education, experience, and ethics, while adhering to the highest internationally recognized standards of competence and ethical practice as set out by FP Canada. Also, as a designated Financial Management Advisor (FMA), Aaron is qualified to provide comprehensive and advanced financial planning advice to sophisticated and high net worth families, professionals and business owners. Aaron focuses on advanced tax and estate planning research, portfolio analysis and advising on new wealth management initiatives. It is especially rewarding to help clients achieve lifelong goals and to move through different life stages with confidence, knowing they have a comprehensive financial plan in place.
Aaron’s charity involvement includes support of BC Children’s Hospital, the United Way, and the Canadian Cancer Society.
Born and raised in Vancouver, Aaron now resides in Surrey. He is an avid outdoor enthusiast who enjoys spending his free time hiking, camping, and backpacking throughout the great outdoors in beautiful BC and beyond.
Ryan Murray, CFP®, RRC, BA Econ.
Senior Financial Consultant
Ryan Joined the Practice in 2017 as an Associate Consultant. With a degree in Economics from Simon Fraser University and work experience on three continents, Ryan brings a global perspective to the team and to our clients. Ryan has also earned the CERTIFIED FINANCIAL PLANNER® designation as well as the Registered Retirement Certification (RRC). His unique ability to analyze complex retirement challenges and model them on our sophisticated planning software provides clients with one of the most comprehensive financial plans available anywhere.
Ryan’s charity involvement includes support of the United Way, Doctors Without Borders, World Vision Canada, and his local Church.
Tasia Karasick, BA Pol. Science
Tasia joined the team in 2019 as an Associate Consultant. She received a Bachelor of Arts Degree, majoring in Political Science, from the University of Western Ontario and is currently enrolled in the CERTIFIED FINANCIAL PLANNER® professional program. Tasia is responsible for ensuring compliance on all client files as well as helping clients learn to use our technology to better understand the products and services we provide. She also collaborates with team members to prepare and implement complex financial plans.
Her person and leadership abilities have given way to roles in region-wide training and in representing IG Wealth Management as a Chair on the Alzheimer’s Society of B.C. Tasia is much appreciated by both the team and clients in assuring the practice is running smoothly and that client’s satisfaction is always our top priority.
Linda Johnston, CFP®, RRC
Senior Financial Consultant
Linda began her financial services career with Bill Konnert in 1982. Together they managed the White Rock location of what is now known as IG Wealth Management. Their exceptional, longstanding work history is unprecedented.
Linda and Bill joined our practice in 2020 and bring years of experience providing holistic financial planning to multi-generational families. She takes pride in her work and enjoys helping clients achieve their financial goals. She has been a CERTIFIED FINANCIAL PLANNER® professional since 2002 and received her Registered Retirement Consultant (RRC) designation in 2015.
Linda loves to spend time with her family and friends, and enjoys ice skating and walks along the White Rock promenade.
Bill joined IG Wealth Management on May 2, 1966 and is currently the longest serving active Consultant in Canada. He’s had the privilege of benefiting from the expertise of every president in the company. In 1969, he received the in-house Financial Planner Certificate, and was involved with the educational training program for Consultants. Throughout his almost 55 years with IG Wealth Management, Bill has received numerous awards and recognition, including the “Award of Excellence”.
Bill has held a multitude of seminars over the years, and actually introduced some of the first mutual funds in Canada. He was often a guest on BCTV’s “Everybody’s Money”. In 1982, Bill opened the first White Rock location of what is now known as IG Wealth Management. He hired Linda Johnston to manage the office and help prepare financial plans for clients. Bill and Linda continue their remarkable long-lasting career together at IG Wealth Management.
Bill has recently transitioned from Senior Consultant to Associate Consultant and merged his practice with Aaron Crabtree of Karasick and Associates. This enables him to follow his passion spending quality time personalizing the financial planning process with clients.
He has served on the board of trustees for the NAB Seminary, as a consultant on the NAB Endowment fund and is actively involved with his local congregation.
Bill spends his leisure time with family and friends, and enjoys fishing and golf.
Executive Administrative Assistant
Rani joined Lyle’s team in 1998. Upon receiving her Certificate in Office Administration, she was hired as a junior administrative assistant and through hard work, dedication and organizational ability, was quickly promoted to Executive Assistant. Rani is responsible for the team’s day to day administrative tasks and client communication. Rani is also responsible for assuring strict compliance protocols and is recognized and respected by colleagues and clients for always providing personal and professional client service and responsiveness.
As a member of the Surrey office, Lyle Karasick’s team has access to regional specialists that can be called upon to provide additional insight and strategies for your financial plan.
IG Wealth Management Regional Specialist Team
Olga Kokilev, MA, CFP®, CLU, CHS, EPC, RRC, CPCA
Insurance and Estate Planning Specialist - I.G. Insurance Services Inc.
Olga joined IG Wealth Management in 2006, bringing with her 20 years of extensive experience in the financial industry. Since joining IG, Olga works closely with our team helping develop the risk management segment of clients’ holistic financial plans as well as assisting the team on estate and business succession planning.
Olga's designations include: CERTIFIED FINANCIAL PLANNER® designation, Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), Elderly Planning Counselor (EPC), Registered Retirement Consultant (RRC) and Certified Professional Consultant on Aging (CPCA). She is a long-standing member of ADVOCIS, the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. Olga is an on-going mentor of graduating students of the Financial Management, Financial Planning program at British Columbia Institute of Technology.
Jason Klein, CFP®, CIM, BSc
Wealth Planning Specialist - I.G. Securities Inc.
Jason has been in the industry since 2009 and has had increasingly senior roles, working with leading Canadian life insurance companies and chartered banks. Prior to joining IG, Jason was a financial planner with the brokerage arm of a major Canadian bank, where he provided sound financial planning strategies and retirement planning to high net worth families.
Jason completed his Bachelor of Science Degree from the University of Regina in 2000. Since then, he has also obtained his CERTIFIED FINANCIAL PLANNER® designation with FP Canada, as well as his Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute.
When not at work, Jason can usually be found volunteering his time and energy in support of activities for his two young children.
Mortgage Planning Specialist- I.G. Investment Management Ltd.
Brenda joined IG Wealth Management in 2011 as a Mortgage Planning Specialist and has over 12 years of experience in mortgage lending. Brenda specializes in not only mortgages but all aspects of financing from IG's loan and line of credit product offerings.