Keisha James

CFP

Senior Financial Advisor

Phone: 780-903-3992
Image of Keisha James, senior financial advisor on white background

Dedicated. Knowledgeable. Conscientious.

Based in Edmonton, Keisha is a senior financial advisor with a Bachelor of Economics from the University of Alberta. With more than 10 years of experience at ATB and a Certified Financial Planner (CFP®) designation, Keisha strives to help you to understand and organize your finances. 

Spending solutions

Keisha learned the importance of proper financial guidance from her father, who is also a financial advisor. From a young age, she knew that she wanted to carry the torch and be part of the industry. Today, as a second-generation financial advisor, Keisha knows that establishing good saving habits are key to creating a successful financial plan. As your advisor, Keisha will provide tailored advice to help you gain a better understanding of your finances and improve your relationship with money. Her top advice is to pay yourself first and always save towards your goals.

Organized and thorough

Keisha appreciates the consistent encouragement ATB has offered her towards her personal learning and development. To stay up-to-date, she enjoys listening to podcasts where industry experts voice their views on current financial events. In her spare time, Keisha enjoys spending time at her cabin in Saskatchewan and has recently found a passion for renovating and flipping RV campers with her fiancé.

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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