Empathetic. Caring. Supportive.
Tania Neufeld is a Calgary-based financial advisor who holds a Bachelor of Commerce degree and enjoys working with clients virtually, wherever they may be. Her empathetic and supportive nature is evident in all of her client relationships and she prides herself on being authentic and engaged to help you reach your financial goals.
A passion for financial wellness
Tania’s connection to financial wellness is personal, as she has seen how financial planning can enhance her client’s lives, and how having a comprehensive financial plan can provide peace of mind. Helping you understand the world of finance management is where Tania excels, showing you how budgeting, saving, and investing can provide financial freedom. Tania’s favourite part of being a member of the ATB Wealth team is the flexibility to do what’s right for each individual client.
Global vantage point
A life changing experience for Tania that was facilitated by her wealth management plan was spending an entire year travelling the world and immersing herself in different cultures. Outside of work, Tania enjoys camping, hiking, spending time in the mountains and making memories with friends and family.