Know your advisor: CIRO Advisor Report
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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.
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.
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.
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.