Ken Soderquist
CFA, CFP
Investment Counselor, ATB Investment Management
Experienced. Practical. Disciplined.
Ken is responsible for the investment counseling and portfolio management needs of ATB's high net worth clients. He enjoys making the complex simple. Clients need to be comfortable with their investment plan so they can relax and enjoy the life they have created. Ken joined ATB Investment Management in 2004 and has been in the industry since 1993.
Making the complex simple.
Ken is a Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP), and holds the Canadian Investment Manager and Derivative Market Specialist designations. He is a member of the Edmonton CFA Society and Fellow of the Canadian Securities Institute. Ken graduated from the University of Lethbridge with a Bachelor of Management degree (with distinction) concentrating in finance.
Prioritizing an active lifestyle.
Ken has been calling Edmonton home, with his wife and two children, since 1999. He balances his work with an active lifestyle of running, biking and swimming.
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ATB Investment Management Inc. is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATB Investment Management Inc. is also registered as an Investment Fund Manager who manages the ATB Funds, Compass Portfolios and the ATBIS Pools.