Personal. Knowledgeable. Experienced.
Koko is a seasoned financial advisor in Calgary, with over 20 years with ATB and 15 years with ATB Wealth. She has experience in helping individuals, families and business owners create a plan to achieve their financial goals. Koko has completed her Investment Funds in Canada Course, Canadian Securities Course, Conduct and Practice Handbook, Wealth Management Essentials Course and she is working on obtaining her Certified Financial Planner (CFP®) designation. She’s also a proud winner of the ATB President’s League, which represents the top one percent of more than 5000 employees at ATB.
Building your map to success
As an award-winning ATB employee, Koko knows that her ability to really understand your unique situation allows her to be your best guide on your financial journey. In addition to her wealth of experience and technical know-how, she brings a deep commitment to relationship building, hands-on education, and active listening. Her favourite part of working at ATB? Hearing first-hand how helping you achieve your financial goals has made a difference in your life.
Always growing, learning, exploring
Beyond her extensive list of accreditations and constant pursuit of furthering her education, Koko says her happy place is with her husband and four children, preferably spending time together outdoors.
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.
Visit my branches
Send me an email
Know your advisor: CIRO Advisor Report