Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Trustworthy. Dependable. Caring.
Based out of Cold Lake, Josee Plourde is a financial advisor with her Certified Financial Planner (CFP®) designation. She’s fluent in French, and helps serve the Bonnyville and Elk Point areas. Josee reads financial blogs every day to stay informed, and is passionate about her continuing education. She’s a person who is true to her word, and takes time to learn about her clients as individuals to give you the best advice.
Reaching your milestones
Growing up in small-town New Brunswick, Josee’s mom would send her to the bank to pay household bills, teaching her the importance of budgeting, living within your means, and saving. Josee developed an interest in finance, and a desire to help people plan for their goals and invest in their future. Now at ATB, she appreciates the value placed on team members, and the ability to prioritize relationships over numbers. Josee is empowered to be the best advisor by establishing trust with you, effectively assessing your unique situation, and inspiring you to reach your milestones.
Fun and reliable
During her off time, Josee is happiest at home with her husband and their two rescue dogs, Oakley and Toby. They spend their days enjoying walks and runs at the park together, and taking advantage of beautiful outdoors during the warmer seasons. At home, Josee enjoys reading, and aspires to get into quilting.
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.
Visit my branches
Send me an email
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.