Senior Financial Advisor
Honest. Consistent. Clear.
Dave Misner 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.