Know your advisor: CIRO Advisor Report
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Helpful. Honest. Organized.
Rita Reed is a financial advisor with her Certified Financial Planner (CFP®) certification. She lives in Camrose, Alberta and serves the communities within Camrose and Wetaskiwin. She’s a natural planner, with a passion for educating clients and helping them find peace of mind.
There is no wrong way
Rita believes in providing you with real, customized advice to help you gain control of your money. There is no right or wrong way to be financially successful, as long as you’re on track to achieve what you want and need out of your plan. Rita puts listening to clients first, to gain important perspective and ensure you feel comfortable leaning on her for advice.
Helping you stay mindful
Rita practices mindfulness by spending time outdoors, especially during the warmer seasons. She enjoys yoga, kayaking, reading, watching hockey and riding her new e-bike. Spending time with her family is her number one priority, so she tries to include them in her activities as much as possible.
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.