Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Compassionate. Trustworthy. Genuine.
Mandeep Narula is a senior financial advisor based in Edmonton and Sherwood Park with an MBA and Certfied Financial Planner (CFP®) designation. After working in information technology for several years, Mandeep pursued his MBA, where he found a passion for personal and behavioural finance. As your ATB advisor, he strives to make a meaningful and positive impact on your life.
Let your money take care of you
Mandeep creates financial plans that enable your money to take care of your long and short-term goals, as well as the unexpected events that life brings. Encouraging you to speak openly and honestly, he always ensures your aspirations and concerns are being heard. His favourite part of working at ATB? The fact that ATB creates a sense of family and always takes a client-focused approach.
Helping the community
An adventurer at heart, Mandeep enjoys being outdoors, travelling and experiencing new things. Mandeep has many professional and personal goals, he has even won the ATB Wealth Striving for Success Customer Obsession campaign three years in a row. He is also part of the ATB Financial South Asian Team Member Network leadership team, passionate about promoting financial literacy and helping create happiness within the community.
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
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.