Travis Higgins
CFP®, CFA
Investment Counselor, ATB Investment Management
Expertise. Trust. Care.
Travis is responsible for the investment counseling and portfolio management needs of ATB's high net worth clients.
He began his career with ATB Financial in 2015, and later joined ATB Investment Management’s Private Investment Counsel team in 2017. Prior to this he worked as a commercial banker and financial advisor. Through his various roles, he has gained extensive experience in portfolio analysis, research, and financial modeling. He now provides unique financial counsel, specific to high net worth families in Calgary, and Central and Southern Alberta.
Extensive experience for complex needs.
Travis graduated from Mount Royal University with a Bachelor’s Degree in Financial Services. He is a CERTIFIED FINANCIAL PLANNER® professional and is a CFA® charterholder. He is also a member of the CFA Institute, Calgary CFA Society and FP Canada (formerly, Financial Planning Standards Council of Canada).
Dedicated to family time.
Travis lives in Calgary with his partner Jenn, his two boys, Brody and Luke, and the couple's newborn daughter, Lucy. He balances work with a keen interest in sports, world events, and spending time with friends and family.
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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 Investment Management Inc. is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATBIM is also registered as an Investment Fund Manager who manages the ATB Funds. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.