Big Changes In 2021!

By David Coates
April 3, 2021
Today I'm writing to let you know that after 33 years, my business partner Rod has made the decision to leave Ion and strike out on his own. He’s truly going Dutch!

This is a good thing for both of us, and for me personally, it signals a new, exciting change in the firm's direction. I look forward to carrying on and growing Ion in the way I see fit. My life partner Kaoru has now officially become my business partner in Ion. She will continue the financial work she has done so well over the past 15 years, but now has the capacity to make corporate decisions on the firm’s behalf.

Rod and I have divided up Ion's client list based on account management. I will be personally following up with every single one of my clients over the coming weeks. Some of you I may have spoken to already, for others it will be a welcome chance to reconnect.

My team and I look forward to continued successful partnerships with our valued clients. Keep an "eye on" our social media for updates as we move forward. Please don’t hesitate to reach out to me with any questions or concerns. You can reach me through my profile on

Another big event is that Ion will be moving our office this coming summer. We sold our current space of almost 20 years on 7th Avenue in January. More details to follow in the coming weeks on that move.

So onwards we go! What else will 2021 hold in store? We can't wait to find out!

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