Know your advisor: CIRO Advisor Report
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Tenacious. Experienced. Trustworthy.
A senior financial advisor with a Personal Financial Planner (PFP®) designation, Jodie has been advising clients for more than 27 years. As a born and raised Albertan, she proudly serves the Bow Valley communities of Banff and Canmore.
Mutual respect, mutual engagement, mutual trust
A problem-solver by nature, Jodie enjoys the challenge of figuring out the unique nuances of every client relationship. You can take comfort knowing that any advice she’s giving you is the advice she would give herself. Jodie emphasises that money is a tool that when managed properly will allow you to focus on what really matters.
An educator
Passing along her deep financial knowledge is something of a passion for Jodie and a role that she takes seriously. In her free time you will find her enjoying the mountains daily and daydreaming about her next visit to the ocean.
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.