Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Caring. Detail-Oriented. Organized.
Caylee Zimmer is a financial advisor serving Killam, Alberta and area. She achieved her Bachelor of Business Administration from the Northern Alberta Institute of Technology (NAIT) and is also a registered representative with CIRO.
Strong values make strong relationships
From the moment she stepped into a personal finance classroom, Caylee knew that she wanted to help people achieve their financial goals. She began working with ATB and quickly realized that it is the best company for her to achieve this because of the fact that her personal values and the values of ATB align perfectly. Currently, Caylee is working to achieve her Certified Financial Planner (CFP®) designation.
Not all business
Caylee is described by loved ones as empathetic and compassionate and brings these qualities with her to ATB. She believes that having open communication, trust and support helps her to build lasting relationships with her clients. In her free time, In the summer, Caylee loves to golf and garden. In the winter you can find Caylee skiing in the mountains.
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.
Visit my branches
Send me an email
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.