Know your advisor: CIRO Advisor Report
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Financial planning is about more than just numbers; it’s about the security and freedom to enjoy what matters most. As a Sherwood Park and Edmonton-based Senior Financial Advisor with CFP® and CIM® designations, Evelyn Nagoda brings specialized expertise and a proactive spirit to wealth planning. She doesn’t just manage portfolios, she builds confidence, helping her clients navigate life’s financial transitions with clarity.
To Evelyn, success is found in the details. She provides the sophisticated oversight required to navigate complex strategies through a holistic, collaborative partnership. By focusing on empowerment and long-term vision, she ensures that every client’s financial roadmap is aligned with their unique goals, transforming technical proficiency into genuine peace of mind.
This drive to protect what matters is personal. Whether she’s visiting family in Poland, tending to her garden, or enjoying life at home with her husband, their daughter, and two dogs, Evelyn understands that a secure financial plan is the foundation for a fulfilling family life. She is passionate about helping other families achieve that same lasting stability.
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.
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
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.
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