Christina Koshman

TEP, CFP®

Estate and Succession Specialist

Christina Koshman Estate and Succession Specialist

The right expertise to help you reach your goals

Empathetic. Professional. Trustworthy.

Christina is a Calgary-based estate and succession specialist holding both her Trust and Estate Practitioner (TEP) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations. With decades of expertise, she is recognized for her compassionate and empathetic approach to estate planning.

Helping you feel comfortable and confident

Drawing upon both her professional and personal experiences, Christina is committed to providing clients with the knowledge and tools they need to achieve their estate planning goals. She works to ensure you feel comfortable and confident about estate planning for your family, creating full planning summaries. The best financial advice she ever received? Put your financial oxygen mask on first—make sure your finances are in order before assisting others.

Experienced and compassionate

Christina values authenticity and building strong relationships. She prides herself on really getting to know her clients. Outside of her professional life, she enjoys outdoor activities during all seasons and spending time with loved ones. Christina has a passion for lifelong learning, both professionally and personally.

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.