Type of License: MFDA
ATB Investment Management Inc.
ATBIM is a wholly owned subsidiary of ATB Financial and was incorporated in August 2002. In 2018 we launched a new brand, ATB Wealth, which includes our Investment Management and Private Banking lines of business. ATB Wealth manages approximately $25 billion on behalf of Albertans.
Akaash Kalra
Geoffrey Sgarbossa CD, CFP®, RIS
Nahanni Ackroyd
Wonder if you can ever buy a home?
Hope to retire one day or improve your retirement?
Experienced a life change that significantly impacts your finances, positively or negatively?
Receiving disability benefits and wonder if that’s all there is?
You likely have questions.
That’s where I come in. I listen. I ask questions. By clarifying your goals, wants, needs, and resources, I create an individualized financial plan to help you achieve your vision.
Want to see what you can achieve financially? You may be surprised!
Jason Bird
William (Bill) Coughlan
We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.
I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.
I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.
We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.
Daniel Calligan
Certified Financial Planner specializing in Responsible Investments and Investment Income Planning.
Timea Sarkozi
Do you wonder if you will be able to educate your children, or retire when you want with an income that allows you to spend time doing what makes you happy and fulfilled? What if life throws you some unexpected curves, such as a divorce or death of a spouse? Timea helps individuals and families create and maintain their highly personal financial road maps so they have peace of mind along that road.
With close to 30 years experience (since 1992), and a Certified Financial Planner since 1998, Timea has all the skills required to create comprehensive and effective plans to help her clients reach their financial goals. Very early on, she realized that women have unique financial planning needs. She started holding well-received financial planning seminars for women in 1994, for women’s organizations, for McMaster University (her alma mater), The Halton Board of Education, and other companies. In the early 2000’s Timea was one of the first financial planners in Canada trained in Collaborative Law and earned her Certified Divorce Financial Analyst designation and recently received her Responsible Investment Specialist designation. She is passionate about continuing her education and staying current.
Timea is a long-time Rotarian, and feels strongly about contributing to worthy causes. In her downtime, she enjoys travelling, cooking, reading, volunteering, stand-up comedy, the arts and the outdoors. Timea lives in Burlington with her husband, Dave, her two teenage sons and their beloved family dog, Chester.
BRIAN WARD
By Design Financial Services specializes in creating tailor-made financial strategies and plans regardless of the size or shape of your financial situation.