Know your advisor: CIRO Advisor Report
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Edmonton-based financial advisor Evelyn Nagoda holds a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designation. Evelyn enjoys helping her clients optimize wealth planning strategies to achieve their goals and objectives. As an experienced financial advisor, Evelyn has seen the ebbs and flows of the industry and has the expertise to identify opportunities that will enhance your financial future.
As a trusted advisor, Evelyn makes you feel comfortable by facilitating an open communication process so you feel confident navigating your personal circumstances. Evelyn’s holistic approach to planning engages you every step of the way. She believes in a proactive approach to capitalize on the benefits of your options to strengthen your financial confidence.
Lifelong learning is important to Evelyn, and one of her favourite parts of her role at ATB is the continued education. Evelyn is happiest in Maui or Poland visiting her family, and can also be found gardening, listening to podcasts and audiobooks, or spending time with her husband, Ken, and dogs, Ollie and Bailey.
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.
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.