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.
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.
Know your advisor: IIROC Advisor Report