Know your advisor: CIRO Advisor Report
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Comprehensive. Caring. Thoughtful.
As a designated Certified Financial Planner (CFP®) and senior financial advisor in Red Deer, Allison Clark is an active listener who takes a holistic approach to your financial situation. A financial expert, she enjoys getting to know your story and loves working with the entire family when discussing their financial plan.
Working in unity
To Allison, successful client relationships are built on trust, open communication and honesty, which you can always expect from her as your trusted advisor. She’ll even work hand-in-hand with your accountant to ensure you get the best possible advice. Her favourite part of ATB? How ATB allows her to work in a meaningful way that aligns with both her values and those of her clients.
Staying on tempo
Allison is a skilled pianist and enjoys spending time with her family and golfing. If you’re looking for a detailed and dynamic financial plan, then Allison will keep you on track.
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.