Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Dedicated. Knowledgeable. Client-focused.
At ATB, Kim St Peter helps her clients achieve their goals by utilizing her Certified Financial Planner (CFP®) and Fellow of Canadian Securities Institute (FCSI®) designations and access to trusted partners. As a senior financial advisor, Kim provides a high level of service and unbiased advice to her clients, tailoring investment strategies and plans unique to the individuals and businesses she works with in Medicine Hat and area.
Personalized planning
Through active communication and education, Kim leads her clients to success by helping them to stay focused on their long term goals and by sticking to the plan. She ensures her clients feel they are receiving valuable advice by offering plans and investment strategies that are tailored to their specific needs. Kim’s clients can trust in her knowledge in many areas of expertise and can feel confident referring a friend or family member to her for advice.
Committed and caring
As a self-proclaimed “people person,” Kim says the best part of her career is working with a diverse number of clients and making recommendations to help make their dreams become a reality. At home, she values spending time with friends and family, entertaining, and hosting getaways. On a day off, you can find her camping or reading a great book.
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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My team
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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.