Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Accountable. Focused. Engaged.
Based in Red Deer, Duncan is a Financial Advisor with a Bachelor of Commerce (BComm) from MacEwan University and a Certified Financial Planner (CFP®) designation. Duncan will listen to your needs and challenge you to take action with confidence to gain control of your finances.
Building your financial future
Prior to his career as a financial advisor, Duncan spent seven years in the Canadian Armed Forces, which taught him the importance of preparation and collaboration to achieve success. He applies these same principles when he works with you to develop a unique financial plan. As your advisor, Duncan will let you lead the way, working with you to establish clear goals and map out a comprehensive financial plan that suits your unique circumstances. His best financial advice is to invest early and invest often.
Invested and informed
Duncan’s favourite part of his career at ATB is connecting with clients, providing solutions and helping you move towards your goals through tailored advice. Outside of work, he simply enjoys quality time with his family.
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.
Visit my branches
Send me an email
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.