
The right expertise to help you reach your goals
Organized. Reliable. Engaged.
Tanis Jalbert is an estate and succession specialist, living and working in Edmonton. A member of various legal and estate organizations, and equipped with her Bachelor of Commerce, LLB, and Trust and Estate Practitioner Designation (TEP) designations, Tanis is more than prepared to help you navigate through the estate and succession planning process.
Guidance you can trust
Having a real connection with you is critical. Drawing from her years of estate experience, Tanis focuses on having in-depth conversations with you, so you feel comfortable moving forward to achieve your goals. She believes being able to make educated decisions and gathering all the information to provide to your legal and tax advisors are key components towards creating a succession plan tailored to your situation.
First-rate focus
Helping you achieve your dreams for your family and loved ones requires a lot of presence of mind. Outside of work, Tanis makes sure she stays balanced and focused through yoga and meditation.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.
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