Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Annemarie Keown, Senior Financial Advisor, is dedicated to her craft and this is evidenced via earning the Certified Financial Planner (CFP®) designation. Through providing qualified advice and maintaining long term relationships in Cochrane and surrounding areas she has earned the respect of clients and colleagues.
Most recently, Annemarie has enhanced her market base by adding virtual relationships for individuals in B.C., as well as other parts of Alberta. The majority of new relationships are from client and professional introductions. Annemarie believes this is due to her dedication and efficiency of maintaining a genuine one on one trusted advisor relationship.
Everyone has their unique financial story, and understanding that aspect guides all of Annemarie’s interactions. Her focus is on listening to understand, then providing thoughtful answers which resonate. Her goal is to enhance financial literacy and achieve financial security through a robust financial plan.
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.
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
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.