Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Red Deer-based Senior Financial Advisor Paula Bodnar holds a Certified Financial Planner (CFP®) designation and brings her caring, approachable attitude to her Central Alberta-based clients. A proud member of the ATB Investor Services team since 2003, she builds client relationships on trust and open communication.
Working at ATB Wealth, Paula enjoys the ability to work both autonomously and alongside her colleagues to help you reach your financial goals and next financial milestone. Paula’s client relationships are built on mutual trust, respect and understanding of your current and future financial needs. To stay connected to the latest industry news and trends, Paula turns to ongoing education and trusted industry articles.
As an industry expert with more than 25 years of experience, Paula’s ability to present collaborative solutions and manage client relationships are unmatched. Outside of the office, Paula enjoys golfing, riding her motorbike, spending time with her dog in nature and travelling.
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.
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.