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.
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.
While I am flexible about where we can meet, I typically work out of the following branches: