Know your advisor: CIRO Advisor Report
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Passionate. Detailed. Experienced.
Avneet Atwal is a Senior Financial Advisor at ATB Wealth, based in Calgary at the Mahogany location. Avneet is a CERTIFIED FINANCIAL PLANNER® professional, holds a Bachelor of Commerce in Accounting, and has passed Level I and Level II of the CFA® Program. Fluent in English and Punjabi, Avneet brings nearly 15 years of experience to his role.
Lifelong Commitment to Excellence
Avneet's background is uniquely distinguished by his previous tenure with the Canada Revenue Agency, providing him with a profound and practical foundation in tax planning and corporate accounting-areas that are essential for crafting highly optimized, long-term wealth strategies and demonstrating a lifelong commitment to technical excellence and high professional standards. This allows him to blend investment acumen with tax insights to build comprehensive financial blueprints for his clients.
Beyond the Office
Outside the workplace, Avneet is a dedicated car enthusiast who appreciates fine engineering and automotive history. He is also passionate about travelling and experiencing different cultures, and above all, enjoys spending quality time with his wife and two children.
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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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.