Steve Kwon

CFP, CIM, FCSI, PFP

Senior Financial Advisor

Image of Steve Kwon, ATB Senior Financial Advisor, on white background.

Committed. Diligent. Hard-working.

Steve Kwon is an experienced senior financial advisor based out of Calgary. He strives to educate and communicate with his clients to build a financial plan they can feel confident and excited about. He holds multiple designations including a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of Canadian Securities Institute (FCSI®) and Personal Financial Planner (PFP®)

Your trusted advisor

Steve moved from South Korea and grew up in Canmore, Alberta. Working for his family’s small business, Steve learned first hand the importance of hard work and persistence. He has applied that same work ethic and dedication to his current role at ATB. Steve will be your trusted source for advice and will go above and beyond to provide you with strong investment strategies and financial planning.

Focused and determined

Steve says that the best part of working at ATB are his colleagues, who are always helpful, knowledgeable and dependable. In his spare time, Steve enjoys reading, learning to play instruments and spending time with family and close 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.

Phone: 403-880-4721
Send me an email below

Know your advisor: IIROC Advisor Report

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

Chat now
ATB Virtual Assistant
The ATB Virtual Assistant doesn't support landscape mode. Please tilt your device vertically to portrait mode.