CFP, CIM, FCSI, PFP
Senior Financial Advisor
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.