ATB Securities Inc.

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ATB Securities Inc. Employees

Employee
Years
Job
Industry
Simon J. Vass Simon J. Vass Edmonton, Canada Area Details
Simon J. Vass's ATB Securities Inc. Experience September 2004 - Present
Job Sr. Financial Advisor at ATB Securities Inc.
Industry Investment Management
Experience
ATB Securities Inc.   September 2004 - Present

Skills
Asset Allocation, Mutual Funds, Financial Planning, Investment Strategies, Retirement Income..., Retirement Planning, Investments, Strategic Financial..., Retirement, Finance, Securities, Financial Advisory, Financial Services, Portfolio Management

Education
The University of Lethbridge
Bachelor of Management

Hugh Cameron, CFP Hugh Cameron, CFP Edmonton, Canada Area Details
Hugh Cameron, CFP's ATB Securities Inc. Experience January 2008 - Present
Job Financial Advisor at ATB Securites Inc.
Industry Investment Management
Experience
ATB Securities Inc.   January 2008 - Present
ATB Financial  January 2005 - July 2007
ATB Financial  January 2001 - December 2004

Skills
Securities, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Financial Advisory, Budgets, Financial Analysis, Investment Advisory, Business Planning, Credit, Customer Service, Banking, Coaching, Business Development

Education
The University of Lethbridge   1998 — 2000
Management, Finance

Northern Alberta Institute of Technology   1996 — 1998
Business, Finance

Koko Gair Koko Gair Calgary, Canada Area Details
Koko Gair's ATB Securities Inc. Experience September 2013 - Present
Job Goal Planning Advisor at ATB Securities Inc.
Industry Financial Services
Experience
ATB Securities Inc.   September 2013 - Present
ATB Securities Inc.   May 2010 - September 2013
ATB Investment Services Inc.   June 2009 - April 2010
ATB Financial  January 2009 - April 2010
ATB Financial  June 2006 - April 2010
ATB Financial  June 2007 - January 2009
ATB Financial  June 2004 - June 2007

Skills
Credit, Strategic Financial..., Banking, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Investments, Wealth, Securities, Goal Planning, Branch Banking, Retail Banking, Loans, Mortgage Lending

Education
Canadian Securities Institue
Investment Funds in Canada Course, Canadian Securities Course, Conduct and Practices Handbook Course, Wealth Management Essentials Course

Mount Royal College   2001 — 2005
Communication and Media Studies

Darin Gyug Darin Gyug Calgary, Canada Area Details
Darin Gyug's ATB Securities Inc. Experience March 2004 - Present
Job Senior Financial Advisor at ATB Securities Inc.
Industry Banking
Experience
ATB Securities Inc.   March 2004 - Present
Apex Financial  December 2002 - March 2004
National Bank Financial  January 2001 - December 2002
TD Evergreen  September 2001 - January 2002

Skills
Financial Management..., Banking, Finance, Retirement Planning, Investments, Mutual Funds, Wealth Management, Securities, Investment Strategies, Asset Management, Investment Advisory, Mortgage Lending, Financial Advisory, Strategic Financial..., Portfolio Management, Commercial Banking, Retail Banking, Investment Banking, Small Business, Residential Mortgages, Fixed Income, Commercial Lending, Cash Management, Bonds, Investment Management, Equities, Pensions, Wealth Management..., Loans, High Net Worth..., Financial Planners, Wealth, Credit Analysis, Financial Services, Consumer Lending, Business Planning, Asset Allocation, Derivatives, Personal Financial..., Financial Markets, Corporate Finance, Relationship Management, Estate Planning, Credit Risk, Financial Risk, Financial Structuring, Private Banking, Financial Analysis, Risk Management

Education
The University of Lethbridge   1999 — 2001
Bachelor of Management, Finance

The University of Calgary   1995 — 1999
Pre-management, Commerce

Myron Uhryn, MBA Myron Uhryn, MBA Edmonton, Canada Area Details
Myron Uhryn, MBA's ATB Securities Inc. Experience 2007 - Present
Job Senior Financial Advisor at ATB Securities Inc.
Industry Investment Management
Experience
ATB Securities Inc.   2007 - Present
Jackfish Lake Management Association   2012 - 2014
Alberta Finance / Alberta Energy   2004 - 2006
EPCOR  1999 - 2004
TD Bank Group  1992 - 1997

Skills
Wealth Management, Retirement Planning, Financial Planning, Portfolio Management, Investments, Risk Management, Strategic Financial..., Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Estate Planning, Financial Services, Asset Management, Asset Allocation

Education
University of Alberta
MBA, BSc. Computer Science

Sunitha Pradeep Kumar Sunitha Pradeep Kumar Calgary, Canada Area Details
Sunitha Pradeep Kumar's ATB Securities Inc. Experience July 2013 - Present
Job Leader, Advice Channel Delivery at ATB Securities Inc.
Industry Investment Banking
Experience
ATB Securities Inc.   July 2013 - Present
ATB Securities Inc.   April 2008 - July 2013
ATB Investor Services  2005 - 2008
ATB Financial  2003 - 2005

Skills
Hiring, Coaching and..., Coaching, Financial Advisory, Wealth Management, Mutual Funds, Training, Strategic Financial..., Investments, Banking, Relationship Management, Retirement Planning, Securities, Investment Strategies, Team Leadership, Investment Advisory, Recruiting

Education
University of Kerala   1979 — 1984
Bachelors Degree, Economics

Renee Fearne Renee Fearne Edmonton, Canada Area Details
Renee Fearne's ATB Securities Inc. Experience October 2014 - Present
Job Financial Advisor Associate at ATB Securities Inc.
Industry Financial Services
Experience
ATB Securities Inc.   October 2014 - Present
ComFree Network   2012 - September 2014
ATB Financial  August 2008 - November 2012
Earls Restaurants  May 2006 - October 2011

Skills
Banking, Credit, Retail Banking, Customer Service, Commercial Banking, Time Management, Communication Skills, Cash Management, Volunteering, Marketing, Social Media Marketing, Advertising, Organization, Bartending, Client Co-ordination, Events Coordination, Marketing Communications, Leadership, Budgets, Sponsorship, Team Leadership, Customer Satisfaction, Selling, Social Networking, Sales, Management, Marketing Strategy

Education
The University of Lethbridge   2007 — 2012
Bachelor of Management, Marketing/Marketing Management, General

University of Alberta   2007 — 2010

Carol Harting, CFP,FMA Carol Harting, CFP,FMA Calgary, Canada Area Details
Carol Harting, CFP,FMA's ATB Securities Inc. Experience 2003 - Present
Job Sr. Financial Advisor at ATB Financial
Industry Investment Management
Experience
ATB SECURITIES INC.   2003 - Present
ATB FINANCIAL  2000 - 2002

Skills
Wealth Management, Retirement Planning, Financial Planning, Strategic Financial..., Financial Advisory, Investments, Investment Advisory, Mutual Funds, Portfolio Management, Securities, Estate Planning, Wealth Management..., Credit, Retail Banking, Asset Management, Mortgage Lending, Banking, Commercial Banking, Residential Mortgages, Finance, Loans, Financial Risk, Relationship Management, Financial Services, Financial Analysis, Refinance, High Net Worth..., Small Business, Credit Risk, Corporate Finance, Business Planning, Home Equity Lines of..., Private Banking, Real Estate Financing, Commercial Lending, Due Diligence, Personal Financial..., Private Equity, Bonds, Mortgage Banking, Investment Strategies, Investment Management, Investor Relations, Credit Analysis, Risk Management, Wealth, Fixed Income, Debt Consolidation, Asset Allocation, Canadian Securities...

Education
Conestoga College

Mount Royal College

Tanis Carwell Tanis Carwell Edmonton, Canada Area Details
Tanis Carwell's ATB Securities Inc. Experience January 2010 - Present
Job Sr. Financial Advisor at ATB Securities Inc.
Industry Investment Management
Experience
ATB Securities Inc.   January 2010 - Present
CIBC Wood Gundy  1999 - 2009

Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Investment Strategies, Securities, Relationship Management, Strategic Financial..., Financial Analysis, Residential Mortgages, Financial Advisory, Asset Allocation, Wealth Management..., Portfolio Management, Finance, Commercial Banking, Retail Banking, Loans, Investments, Credit Analysis, Mortgage Lending, Equities, Asset Management, Banking, Investment Management, Credit, Risk Management, Wealth, Estate Planning

Education
Society of Trust & Estate Practioners
TEP

University of Alberta   1986 — 1990
B.Comm, Finance

Certified Financial Planner
CFP

Lindsay Poitras, CFP Lindsay Poitras, CFP Edmonton, Canada Area Details
Lindsay Poitras, CFP's ATB Securities Inc. Experience 2009 - Present
Job Senior Financial Advisor serving Alberta Business Owners & Professionals at ATB Securities Inc.
Industry Investment Management
Experience
ATB Securities Inc.   2009 - Present
RBC Wealth Management  2005 - 2009
ATB Financial  2003 - 2005

Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Securities, Financial Advisory, Investments, Strategic Financial..., Wealth, Financial Analysis, Investment Strategies, Risk Management, Estate Planning, Asset Allocation, Asset Management, Banking, Investment Management, Wealth Management..., Portfolio Management, Financial Planning

Education
Dalhousie University   2014 — 2016
Master of Business Administration (MBA), Financial Services

CFP

Grant Macewan College

NAIT
Business Management

Mark S. Yip, CFP Mark S. Yip, CFP Edmonton, Canada Area Details
Mark S. Yip, CFP's ATB Securities Inc. Experience September 2005 - October 2012
Job Socially Responsible Investment Advisor helping Alberta Oil & Gas and Agricultural Business Owners.
Industry Investment Management
Experience
Servus Wealth Strategies   October 2012 - Present
ATB Securities Inc.   September 2005 - October 2012
CIBC  January 2003 - September 2005
TD Canada Trust  January 2000 - January 2003

Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Banking, Financial Advisory, Mutual Funds, Loans, Securities, Financial Analysis, Financial Services, Wealth, Investment Advisory, Financial Planning, Small Business, Finance, Investment Strategies, Seniors, Chinese, Behavioural Investment..., Oil & Gas Industry, Agriculture, Socially Responsible...

Education
University of Alberta   1996 — 2002
B.Sc., Major in Psychology, Minor in Business

David Addo David Addo Edmonton, Canada Area Details
David Addo's ATB Securities Inc. Experience April 2014 - Present
Job Financial Advisor Associate at ATB Securities Inc.
Industry Financial Services
Experience
ATB Securities Inc.   April 2014 - Present
ATB Financial  August 2012 - April 2014
Future Shop  October 2008 - January 2014
ATB FinancialEdmonton, AB   April 2011 - August 2012
APX Alarm Systems   May 2008 - August 2008

Skills
Retail Banking, Sales, Retail, Banking, Customer Service, Credit, Strategy, Time Management, Investments, Team Leadership, Teamwork

Education
University of Alberta   2007 — 2012
Bachelor of Arts (B.A.), Major in Economics, Certificate in Finance, Minor in Statistics

CFA Institute
CFA Level 2 Candidate, Finance

Darin Bruins Darin Bruins Edmonton, Canada Area Details
Darin Bruins's ATB Securities Inc. Experience February 2015 - Present
Job Financial Advisor at ATB Securities Inc.
Industry Investment Banking
Experience
ATB Securities Inc.   February 2015 - Present
CIBC  February 2006 - January 2015

Skills
Investments, Banking, Credit, Asset Management, Financial Analysis, Investment Banking, Leadership, Team Leadership, Strategic Planning, Customer Service, Business Strategy, Building Relationships, Portfolio Management, Risk Management, Wealth Management, Credit Analysis, Retirement Planning, Training, Sales Management, Asset Allocation, Financial Services, First Time Home Buyers, Mortgage Lending, Mutual Funds, Finance, Relationship Management, Market Risk, Investment Management, Income Statement, Retail Banking, Team Building, Wealth Management..., Investors, Investment Properties, Negotiation, Process Improvement, Project Planning, High Net Worth..., Strategic Financial..., Teamwork, Derivatives, Investment Strategies, Estate Planning, Holistic Financial..., Financial Advisory, Personal Financial..., Private Banking, Financial Planning

Education
University of Alberta   2000 — 2004
BSc Hon, Neuroscience

Bob Durling Bob Durling Calgary, Canada Area Details
Bob Durling's ATB Securities Inc. Experience 2007 - 2013
Job Investment/Securities Lead
Industry Investment Management
Experience
CFA Institute  2014 - Present
ATB Securities Inc.   2007 - 2013
ATB Securities Inc.   2004 - 2006
RBC Investor & Treasury Services (Royal Trust Corporation of Canada)   2001 - 2004
RBC Systems & Technology   1997 - 2001

Skills
Mutual Funds, Investments, Banking, Asset Management, Equities, Portfolio Management, Finance, Risk Management, Wealth Management, Analysis, Behavioral Interviewing, Business Process..., Canadian Securities..., Change Management, Coaching Staff, Collaboration, Compliance, CompTIA A+ Certification, Conflict Resolution, Continuing Education, CRM, Cross-platform..., Customer Satisfaction, Diversity & Inclusion, ETFs, Human Resources, Institutional..., Investment Advisory, Investment Management, Leadership, Manage Client..., Management, Mentoring, Microsoft Office, Negotiation, Operations Management, Pension Administration, Pension Funds, Performance Management, Procurement, Project Management, Relationship Management, Sales, Sales Management, Staff Development, Startup Development, Trading, Trust Services, Market Risk, Retirement Planning

Education
CFA (Chartered Financial Analyst) Institute
in-progress

The Banff Centre
Leadership Development

Southern Alberta Institute of Technology
Management Fundamentals

Canadian Securities Institute
CSC Canadian Securities Course, CPH Conduct & Practices Handbook, 30-Day IRT

Institute of Canadian Bankers
AICB Associate of the Institute of Canadian Bankers

The University of Calgary