Know your advisor: CIRO Advisor Report
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Caring. Tenacious. Present.
Engaging, diligent and determined, Anna Conway truly wants to make her clients’ lives better and help them in any way possible. Located in Olds, Alberta, Anna is a senior financial advisor with a Bachelor of Arts as well as her Personal Financial Planner (PFP®) and Certified Financial Planner (CFP®) designations.
Staying on track
You can trust Anna to be your guide to establish a strong financial plan. She will work with you to help you set your financial goals by focusing on what is important to you, and she’ll help you to stay on track along the way. Her top advice is to pay yourself first, and to commit to contributing to your savings every month.
Strong values
Anna says her favourite part of working at ATB is making a difference in people’s lives. Away from work, she enjoys spending time outside and being with family and friends.
Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.