Know your advisor: CIRO Advisor Report
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Positive. Charming. Lively.
As a financial advisor based in Edmonton, Jay Patel holds a Certified Financial Planner (CFP®) designation in compliment to his Bachelor of Commerce degree and postgraduate certificate in Professional Financial Services. Jay speaks three languages, including Hindi and Gujarati, and engages his clients in long-term successful relationships, built on trust and mutual respect.
The power of financial literacy
Jay has seen firsthand the power of wealth to change a person’s life. When he first immigrated to Canada as an international student in 2012, Jay quickly realized that education and knowledge were the tools that enabled success. Jay’s client relationships are built on mutual trust and understanding, and he prides himself on providing a variety of options and exploring them with you. While the process of building a client relationship is an ongoing endeavour, Jay believes that long-term relationships are only possible by doing small things in a great way.
A caring advisor
Jay’s perspective on financial planning includes building wealth as early as you can, paying yourself first, creating a budget, paying bills promptly, investing in the future and managing debt in an effective and feasible manner. As a lifelong learner and excellent listener, Jay personally calls all his clients to celebrate their birthdays. Jay enjoys spending quality time with his family and likes to be engaged in physical activities including badminton, squash and volleyball and is currently leading his elite division cricket club.
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.
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