Know your advisor: CIRO Advisor Report
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Honest. Consistent. Clear.
Dave Misener is a Red Deer-based senior financial advisor with his Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. He strives to create client relationships that are transparent, professional and fun! Dave believes that listening and asking good questions is how he can provide you with the most accurate and beneficial financial advice.
Tailored and trustworthy advice
For Dave, each client situation is unique, and he doesn’t use a “one-size-fits-all” approach. He gets to know each of his clients so he can give the best planning and investment services. A steward of your finances, Dave will help you grow your wealth and achieve your long-term goals.
Making financial planning fun
Outside of work, Dave enjoys spending time with his family, going to church, skiing and is an avid golfer. If you’re looking for an ATB trusted advisor with years of experience and a sense of humour, Dave is a perfect choice.
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.