Honest. Loyal. Trustworthy.
Shilpa Patel is a Calgary-based senior financial advisor who holds a Bachelor of Commerce degree and operates out of South Calgary. Shilpa’s client relationships are built on mutual trust and understanding.
Building a resilient portfolio
Shilpa understands the need for resiliency and stability needed to navigate your financial journey. Over the last 30 years in the financial services industry, she has helped clients gain peace of mind, clarity and direction through a focus on their long term goals. Shilpa has found alignment with personal and professional ethics and values at ATB Wealth, including the mission of helping hard-working families reach their financial goals with empathy and compassion. An ideal client relationship for Shilpa is one built on honesty, loyalty, patience, kindness and long-term trust. As your advisor, Shilpa believes in working as partners in open communication, a willingness to accept advice, and take the necessary actions to implement a financial plan.
Heart-centred approach
A lifelong Yogi who loves holistic wellness and bodybuilding, Shilpa enjoys travelling, reading, campfires, hiking, and spending time with her family and friends.
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.
While I am flexible about where we can meet, I typically work out of the following branches:
Send me an email
Know your advisor: IIROC Advisor Report