Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Relationship Focused. Detail Oriented. Community Minded.
Nelson Barbosa is a Senior Financial Advisor bringing more than 17 years of experience to the ATB team. Nelson holds a QAFP designation and supports clients out of Fort McMurray. He is highly knowledgeable and always willing to lend a helping hand to his family, clients or the community around him.
Building and maintaining meaningful relationships
Nelson prides himself on being an understanding advisor and taking the time to provide his clients with a holistic approach towards meeting their financial goals. Building trust and maintaining transparency with clients is important to Nelson and these qualities allow him to build and maintain meaningful and lasting relationships.
Family above all else
To keep his skills sharp, Nelson consistently reads books and articles from various sources to better understand the changing landscape of the financial world, allowing him to better serve and advise his clients. Nelson is a family man and who puts his family above all else. In his free time, he enjoys spending time outdoors, golfing, playing soccer, working out, going for walks and exploring the local trail systems.
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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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.