Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Disciplined. Adaptable. Empathetic.
As a financial advisor based in Spruce Grove, Jack Chen prioritizes getting to know you and earning your trust. He holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations, as well as Bachelor of Commerce (Finance) degree from the University of Alberta. Passionate about behavioural finance principles, Jack enjoys getting to the root of your motivations and concerns, so he can tailor his guidance to your specific needs.
Know what motivates you
Jack believes that clients can gain some knowledge on their own, but ATB advisors can provide wisdom that can add perspective and value to help steer you towards your financial goals. One of his favourite parts of working at ATB are the relationships and friendships he creates with his clients, letting them know he’s here to help during the ups and downs of life. Jack listens to finance-related podcasts every week and tunes into market commentaries hosted by a range of professional fund managers to stay up to date with financial trends.
Dependable and disciplined
Outside of work, Jack dedicates many hours a week towards kickboxing training and weightlifting. He also skis in the winter, hikes in the summer and loves to cook. Jack is happiest when he’s with his family, partner and his best friend—his dog. Whether you’re planning for retirement or just starting to invest, Jack can help you achieve your financial success.
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.