Know your advisor: CIRO Advisor Report
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Laid back. Dependable. Competitive.
Walid Azzam is a senior financial advisor based out of Calgary. Qualified with his Certified FInancial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, Walid is dedicated to helping you succeed financially.
Dynamic partnership
Walid has always had a passion for understanding the stock market. At the age of 20, he lost money on speculative mining stocks, a lesson that spurred him to want to learn more and help others understand the risks involved with investing. Walid believes that the best client relationships are partnerships where all cards are on the table. As his client, you can rely on Walid to be there to listen and offer sound, unbiased advice on topics that range from money to more personal dynamics. His top financial advice is to pay yourself first, as successful saving habits are easiest to follow when established early.
Informed and interpersonal
At work, Walid enjoys attending professional and social gatherings with the ATB family, building client relationships, and making collaboration fun and easy. Walid stays up to speed about the industry by attending financial seminars and participating in advisor brainstorming and collaboration. Outside of work, Walid enjoys playing hockey, cooking, golfing, and going on vacation with his family.
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.