Know your advisor: CIRO Advisor Report
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Honest. Consistent. Clear.
Based in Red Deer, David (Dave) Misener is a senior financial advisor dedicated to investment management and retirement income planning. Dave is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Investment Manager (CIM®) and Certified Kingdom Advisor (CKA®) designations. By integrating his expertise in behavioural finance, he provides clients with a grounded, disciplined approach to pursuing their long-term financial goals.
Tailored and trustworthy advice
Each client situation is unique, so Dave doesn’t use a “one-size-fits-all” approach. He endeavors to truly understand your personal situation and then will customize a plan and approach that works for you.
His Interests
Outside of work, Dave enjoys spending time with his family, his two pups, skiing, golfing and watching Raptors basketball.
Contact me
If you’re looking for an ATB trusted advisor with years of experience, Dave is a perfect choice.
Please give Dave a call or send him a message and he will get back to you within 24 business hours.
Visit my branches
Send me an email
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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.