Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Proactive. Patient. Reliable.
As a financial advisor at ATB Wealth, Jordon Heggie loves building relationships with his clients and fellow team members. Growing up around agriculture and living in southern Alberta, Jordan enjoys working with rural families including farmers and ranchers in Cardston and area.
You are your own best investment
Jordon values that ATB is about the people, both customers and employees, and aims to reflect that through his work. As a financial advisor, Jordon respects and listens to your concerns and believes in the importance of a constructive, two-way relationship. His key financial advice is to “invest in yourself, as you are your own best investment.”
Personal and professional
After hours, Jordon can be found doing what he loves most: camping, playing sports, riding horses or spending time with his wife and four kids. During his time at work, Jordon enjoys meeting individuals from a variety of backgrounds while travelling between branches. Jordon stays up to date in the field by reading industry-related books and articles, and is currently working towards his Certified Financial Planner (CFP®) designation.
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.