Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Cherene King is an experienced senior financial advisor with 20 years advising clients in the wealth industry and she compliments her Certified Financial Planner (CFP®) designation with her expertise in financial planning and wealth management. Working with clients in the Rocky Mountain House and Caroline areas, she believes being reliable and honest are vital in the financial industry. Cherene is a trustworthy and loyal advisor, here to help you plan for and navigate your financial journey.
Cherene looks to build long-term relationships with her clients and enjoys getting to know you, your goals and plans for the future. She provides holistic planning and financial advice, making sure you feel supported and heard in all aspects of your life. Her favourite part of working at ATB? The focus on people, creating amazing client experiences and working together to ensure you reach your goals.
With vast experience helping retirees, high-net-worth individuals, business owners and farm families, Cherene is a skilled advisor ready to guide you on your financial path. An individual approach that is tailored to you is vital to your long term success and that is the focus when working with Cherene. In her spare time, she enjoys travelling, staying active outdoors, hiking, camping and spending time with her family and two children.
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.