Know your advisor: CIRO Advisor Report
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Professional. Organized. Energetic.
Kelvin Phung is a financial advisor based in Spruce Grove and Stony Plain. With a diploma in Business Administration in Accounting as well as holding his Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) certifications, Kelvin combines his life experience and extensive education to provide the best financial advice in English and Cantonese
A holistic planner.
Kelvin’s passion for financial planning started at a young age as a personal learning experience. As a child of immigrant parents, he developed a financial understanding to help them manage money and create a plan for retirement. This helped to develop his passion for the world of financial planning, where he helps his clients in the same way he helped his own family. His in-depth understanding of income tax, accounting education and experience makes him the ideal financial planner to achieve your goals. He thrives on delivering comprehensive financial plans to you and encourages his clients to prioritize their savings goals.
Informed and amiable
To stay current in the industry, Kelvin enjoys researching market trends and reading financial news. In his spare time, he can be found spending time with his wife, family and friends, traveling, and exercising.
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.
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