Arefa Kachwala

CFP, CFA

Financial Advisor

Phone: 403-807-9256
Image of Arefa Kachwala, FA, ATB

Caring. Trustworthy. Listener.

Arefa Kachwala is a Financial Advisor at ATB Wealth, based in Calgary with eight years of experience in the financial services industry. She holds both the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations, reflecting her deep commitment to providing knowledgeable and strategic financial guidance.

Building Trust with Compassion

Arefa believes financial planning is a form of self-care that can help alleviate stress and empower individuals to dream bigger. She is passionate about financial literacy and is dedicated to educating clients about their options so they feel confident asking questions and making informed decisions. She offers each client a personalized roadmap to help them gain clarity and work toward long-term financial success.

Lifelong Learner

Arefa values ATB Wealth’s genuine care for clients and its commitment to providing the best service. Arefa continually invests in her learning and has completed courses like Canadian Securities Course, Wealth Management Essentials along with the CFA and CFP. Arefa is fluent in English and Hindi and enjoys connecting with clients from diverse backgrounds.

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.

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