Senior Financial Advisor
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.
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.
Know your advisor: IIROC Advisor Report