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Curious. Passionate. Thoughtful.
Jeemeet Patel is a financial advisor with his Certified Financial Planner (CFP®) certification. He is based out of Fort Macleod with more than four years of experience in the finance industry. Originally born and raised in India, Jeemeet offers exceptional service to his clients in English, Gujarati and Hindi.
Continuously learning new things
Jeemeet received his undergraduate and master’s degrees in India at Semcom College. After moving to Canada in 2011, he received a diploma in general business from Mohawk College in Hamilton, Ont. He is passionate about being a lifelong learner and keeps his financial knowledge up-to-date by subscribing to newsletters, blogs and publications related to finance.
Treating clients like friends
Jeemeet is passionate about providing his clients with personalized financial advice that he would give to any of his friends or family members. He believes in focusing on the bigger picture of his clients financial goals and developing a financial plan that will meet their long-term needs. Outside of serving his clients, you can find Jeemeet engaging in community service, cooking a delicious meal or spending time with his wife and kids.
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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