Know your advisor: CIRO Advisor Report
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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.
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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.