Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
A desire to build genuine, long-term client relationships led Matthew Douglass into his career as a financial advisor at ATB. Matthew holds a Bachelor of Business Administration (BBA) from Mount Royal University which compliments his Certified Financial Planner (CFP®) designation. He is based in Calgary at our McKenzie Towne branch.
Matthew thrives on assisting you to reach your financial goals by connecting in ways that resonate with you, and explaining complex topics in easily comprehensible language. With a focus on two-way communication, Matthew enjoys working with clients who are open to new ideas and want to take the next steps in building their wealth.
Lifelong education and career development are important to Matthew, and he listens to multiple finance-focused podcasts weekly, regularly connects with his colleagues and mentors, and subscribes to financial blogs. In his spare time, Matthew enjoys spending time outdoors with his wife, golfing or playing hockey.
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.
Meet by phone, video or in-branch.
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
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.