Know your advisor: CIRO Advisor Report
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Loyal. Reliable. Authentic.
When you meet the right advisor it should feel like you have known each other forever and that they'll have your back. Cindy is a Senior Financial Advisor, equipped with her Chartered Investment Manager (CIM®) designation, but most importantly, she’s savvy, smart and provides over two decades of investment experience to her clients. Cindy builds partnerships with her clients, providing trusted financial advice her clients appreciate, tools for financial planning, and insightful coaching to build a successful financial future.
Communication + partnership
Working together, Cindy prioritizes understanding her clients needs—today, tomorrow and years into the future. Financial confidence comes from creating achievable goals, building a solid plan, and maximizing opportunities for success, so that, good or bad, when life happens you are prepared. With Cindy you have a partner and communicator bringing years of financial expertise that feels as comfortable as a great pair of blue jeans.
Making an impact locally
Life is more than a career, it’s what you are able to do because of it. Alongside raising her young family with her husband in the beautiful Alberta foothills, Cindy is passionate about making an impact and giving back to her community. She continuously supports local charities including 100 Women Who Care Foothills, Sheep River Health Trust, Okotoks Food Bank and volunteering locally. Cindy also enjoys bringing experts to her community finding creative ways to bring more financial knowledge to the area and appreciates the support and resources ATB Wealth provides.
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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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.