Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Curious. Adventurous. Helpful.
Will McKeown is a financial advisor based out of Canmore with a Bachelor of Management from University of Lethbridge. Through his client-focused and personalized approach, Will is a consultant you can depend on to help you achieve your financial goals.
Digging into your goals
As his client, you can count on Will to be your mentor and show you the ropes to help you on your financial journey. Will knows that it's not about just saving, it's figuring out what you want and how to structure and build a detailed plan to achieve that. His best advice is to start investing as soon as you can and let compound growth work in your favour.
Adventurous and open
Being a financial advisor was Will’s childhood dream job. His favourite part of working at ATB is learning about his clients and their goals and creating a plan to help them achieve it. Away from the office, you can find Will in the mountains white water kayaking, snowboarding, cross country skiing, motorcycling or dirt biking.
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.