Know your advisor: CIRO Advisor Report
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Optimistic. Attentive. Reliable.
As a designated Certified Financial Planner (CFP®) and financial advisor in Red Deer, Jason Lussier brings more than six years of finance experience to the ATB team. He received his Bilingual Bachelor of Commerce from the University of Alberta and serves clients in both English and French.
Time is our most valuable asset
When Jason first connected with a financial advisor as a client, he left their initial meeting feeling excited and optimistic for the future, just to never be contacted by the professional again. As a financial advisor himself, he prioritizes ensuring his clients never feel abandoned by him as they pursue their financial goals.
Self-improvement is never over
Jason appreciates an open and honest relationship with his clients that benefits both parties. As a lifelong learner, Jason reads articles and books, as well as listens to podcasts related to investing, wealth management and finance to stay sharp in his role. In his free time, Jason enjoys playing hockey, hiking and spending time with family and friends.
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.
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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.