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Personable. Trustworthy. Reliable.
Kerry is a financial advisor based out of Athabasca, Lac La Biche, Slave Lake and Boyle. Reliable and engaging, Kerry will take time to listen to you and ask questions to find ways to make money work for you, instead of you working for your money.
Financial foundation
Kerry has been in the financial industry for more than 25 years, bringing dynamic experience from all aspects of financial management. She believes that having trust and confidence is fundamental to a successful client relationship. As your advisor, she will strive to exceed your expectations, taking the time to listen to your goals and create a unique plan that is tailored to you.
Dedicated and caring
Kerry says her favourite part of working at ATB is meeting her clients’ needs and goals while forming a trusting relationship. To stay informed about the industry, Kerry reads advisor, market and industry newsletters to learn about recent changes and updates. She is also taking educational courses and working towards both her degree and designation. During her time off, Kerry can be found reading, camping, traveling and playing cards and games with family and friends.
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.