Know your advisor: CIRO Advisor Report
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Honest. Versatile. Adventurous.
As a financial advisor, Sylvie Coxen appreciates helping you grow and thrive on your financial journey. She has a Bachelor of Applied Business Administration, is a Certified Financial Planner (CFP®) and is based out of Westlock. With her open communication style and can-do attitude, Sylvie can be trusted to help you achieve your future hopes and dreams.
Financial planning that serves you
After completing a diploma in business administration, Sylvie discovered her love for financial planning and continued on to getting her degree specializing in personal finance. Working at ATB Wealth she has the flexibility and support to best serve your needs while caring for her young family. She’s here to help you understand and find the best solutions for you, whether that’s learning more about RRSPs, TFSAs or creating a balanced and stable retirement plan. Sylvie’s key financial advice is to not buy anything you can't afford and to start saving young.
The possibilities are endless
With a passion for learning, Sylvie is constantly educating herself, enrolling in courses and acquiring new skills so she can provide you with the most up-to-date advice. She and her family love exploring the outdoors, travelling and spending time at her grandparents’ cabin. Whether you’re just starting your financial journey or getting ready for retirement, Sylvie will ensure that you use your hard-earned savings to make your plans come to fruition.
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.