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
Know your advisor: CIRO Advisor Report