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.
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: