Roger Lydiatt

Disciplined. Trustworthy. Knowledgeable.

Roger joined ATB Investment Management as an Investment Counselor in 2018. He has the pleasure of helping retirees, business owners and professionals from across Alberta.

Roger has over 17 years experience providing investment counselling and portfolio management services to affluent families and institutions in Western Canada. Prior to joining ATB, Roger held a similar role with a boutique investment counseling firm and previously led the Calgary team of a national multi-family office.

Diversity in experience.

Roger graduated from the University of Calgary’s Haskayne School of Business with a Bachelor of Commerce in Finance and Risk Management/Insurance. He has earned the Certified Financial Planner ('CFP') designation and is also a Chartered Financial Analyst ('CFA') charterholder.

Investing in future generations.

As a born and bred Albertan, Roger is proud to call Calgary home. He's a proud husband and father to two teenage boys. He helps coach his sons' Calgary Minor Basketball teams and enjoys hiking, golfing and seeing the world with his family.