Rose Serhal

CFP

Financial Advisor

Phone: 587-215-3827
Rose Serhal Financial Advisor with ATB Wealth.

Attentive. Professional. Compassionate.

Rose Serhal is a Financial Advisor bringing more than 10 years of experience in financial services to the ATB team. She also holds a Certified Financial Planner (CFP®) designation. Rose’s favourite part about working with ATB is being able to focus on her clients in order to help them reach financial success. 

Sharing her knowledge

For Rose, financial advising is a second, intentionally chosen career. She was first inspired to become a financial advisor after entering on her own investing journey and becoming frustrated with the lack of information out there to guide her. Rose is a teacher-at-heart and prides herself on being the type of advisor who takes extra time to teach financial literacy skills to those who she serves.

A holistic approach

Rose believes that holistic financial planning not only impacts her clients and their families, but the communities around them and the generations to come after them. She is passionate about helping people navigate the financial landscape and loves watching her clients grow and succeed. 

In her free time, Rose enjoys travelling, reading or checking out the best new restaurants in town. 

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.

Send me an email

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ATB Securities Inc. is a member of the Canadian Investment Regulatory Organization

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