Know your advisor: CIRO Advisor Report
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Positive. Encouraging. Empowering.
Tina Stanley is a Wealth Advisor with ATB Wealth, bringing more than 17 years of experience in financial services to the team. Tina is a CERTIFIED FINANCIAL PLANNER® professional and serves clients in Kelowna and the Okanagan area.
A Trusted Advisor
Tina prides herself on taking extra care to learn her clients needs and create personalized plans to help them achieve their goals. She understands that finances can be overwhelming and takes an empathetic approach to supporting and empowering her clients, whatever their financial background may be.
Promoting Financial Well Being
Tina's background in health leads to a more holistic approach to financial planning. Her main goal is to ensure all of her clients achieve peak financial wellness. She truly listens and is passionate about bettering the lives of others. Tina lives in Peachland, BC with her husband and in her free time, you can find her engaged in many outdoor activities as well as spending time with her family and new granddaughter.
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.
Visit my branches
Send me an email
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CFP® and Certified Financial Planner® are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP Marks in Canada, through agreement with FPSB. QAFP® and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ are certification marks of FP Canada. Used under license.
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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.