Know your advisor: CIRO Advisor Report
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Knowledgeable. Direct. Honest.
Trevor Ollen is a Certified Financial Planner (CFP®) certified senior financial advisor based out of Calgary, who focuses primarily on working alongside Alberta business owners and entrepreneurs. Over the last 20 years, Trevor has learned that an investment portfolio is only effective when paired with a financial plan developed through listening and understanding not only what a client says, but what each person means. Advice is only effective if it's implemented. Through his experience, Trevor has learned to balance between the ideal course of action and what each individual client is actually comfortable doing.
Authentic advice and genuine guidance
Working for his family's automotive repair business in his youth, Trevor grew to understand the entrepreneurial spirit and is able to personally identify with many of his clients at ATB. He believes that a successful client relationship must be founded on deep trust and understanding. Rest assured, Trevor will bring his authentic self and strive to be the mentor you need to reach your goals.
Empathetic and intelligent
Trevor’s favourite part of working at ATB is listening to your ideas and concerns and guiding you with the advice needed for successful decision making. Away from his desk, Trevor enjoys fly fishing, golfing or being in the mountains, and spending time with and coaching his children in hockey.
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.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
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.