Know your advisor: CIRO Advisor Report
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Motivated. Innovative. Driven.
Jarrod Bokyo is a senior financial advisor based out of Edmonton and Leduc. With his Qualified Associate Financial Planner (QAFP™) certification and years of experience, Jarrod will support you and listen to your needs, helping you to stay motivated and focused on your financial goals.
Financial independence
Jarrod’s dynamic career in finance was inspired 13 years ago when a professional took the time to mentor him and help him understand his own personal finances. This motivated Jarrod to help others in the same way. For Jarrod, a successful client relationship involves honesty, open dialogue, and two-way communication. He knows that you have specific needs and deserve a custom and personalized approach towards financial planning. As your advisor, he will provide you with hands-on, effective planning, along with detailed annual reviews and a team of professionals to help you along your ever-evolving path towards financial independence.
Outgoing and personable
One of the things Jarrod enjoys the most about working at ATB Wealth is having the freedom to take the lead and shape wealth management for his clients. To stay current in the field, Jarrod takes advantage of the many professional learning opportunities that ATB Wealth offers, choosing to focus on the ones he feels will benefit his clients the most. He is also working towards his Certified Financial Planner (CFP®) certification. Outside of work, Jarrod is an avid sports enthusiast and outdoors lover. He enjoys spending time with his wife and young son through outdoor adventures and playing sports together.
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.