About Us

Rob Cole
Associate
Vice-President
ATB Wealth® National Advisory Services

Joining ATB in February 2025, Rob leads a dedicated team of four directors and oversees all advisors north of Ponoka. His primary focus is driving asset growth and fostering advisor development. With over 25 years in the financial industry, he brings a wealth of experience from significant past roles, including Portfolio Manager at CIBC Private Wealth and Regional Manager at Franklin Templeton Investments.

Rob's career highlights include earning multiple industry designations, successfully establishing a Capital Pool Company on the TSXV, and growing and selling his advisory practice in 2020. He has also held multiple board positions in the not-for-profit sector, reflecting his commitment beyond the financial world. His unique expertise lies in a strong network within the Canadian wealth sector, coupled with a robust background in financial planning and sales process. His overarching philosophy is to deliver impact and learning in all he does.

He holds both a Bachelor’s of Commerce and BA from the University of Alberta and an MBA from the Australian Institute of Business, where he was recognized with a Dean's Merit. Earlier in his career, he was also acknowledged as a top-rated wholesaler during his time at Franklin Templeton Investments.

Based in Edmonton, Rob is married with three adult children. He enjoys running, golf, tennis, and fitness, especially in the mountains. Rob is actively involved in his community, having coached sports and currently serving on two not-for-profit boards and one public company board.

 

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