Comprehensive. Caring. Thoughtful.
As a designated Certified Financial Planner (CFP®) and senior financial advisor in Red Deer, Allison Clark is an active listener who takes a holistic approach to your financial situation. A financial expert, she enjoys getting to know your story and loves working with the entire family when discussing their financial plan.
Working in unity
To Allison, successful client relationships are built on trust, open communication and honesty, which you can always expect from her as your trusted advisor. She’ll even work hand-in-hand with your accountant to ensure you get the best possible advice. Her favourite part of ATB? How ATB allows her to work in a meaningful way that aligns with both her values and those of her clients.
Staying on tempo
Allison is a skilled pianist and enjoys spending time with her family and golfing. If you’re looking for a detailed and dynamic financial plan, then Allison will keep you on track.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches:
Send me an email
Know your advisor: IIROC Advisor Report