Know your advisor: CIRO Advisor Report
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Insightful. Supportive. Trustworthy.
Based in Edmonton, Joana Alein keeps her clients committed, engaged and excited about investing their money and reaching their goals. While working towards a degree in Communications from the University of Calgary in 2008, Joana joined ATB and has been with us ever since.
A client-centred approach
In her early days at ATB as a Customer Service Representative, Joana was encouraged to meet with a financial advisor and set up an investment account with ATB Wealth. The meeting introduced her to the investment world and all of the opportunities within it; this piqued her interest. She was inspired to become an advisor herself and help others make the most of their financial journey. Clients are at the centre of everything at ATB, and this ignites a sense of purpose within Joana. She builds relationships that are transparent and respectful, ensuring you feel comfortable and safe sharing matters of importance.
Focused on the future
With an adventurous spirit, Joana loves travelling to new places, experiencing different cultures, and trying new foods. She is currently enrolled in the Certified Financial Planner (CFP®) course to build on her existing knowledge and enhance the value she brings to her clients. Her best investment advice for you is to find ways to allocate money towards your financial goals on a regular basis. Small sacrifices today lead to greater financial rewards in the future. Joana is here to listen, share her advice, and build a long-term plan that will help you reach your dreams faster.
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.