Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
Honest. Reflective. Thoughtful.
Based out of Fort Saskatchewan, Orlando Trulli is a senior financial advisor who builds trust with his clients and asks the hard questions to provide the right solutions.
Focused on your future
As your advisor, Orlando will take the time to help you understand your financial situation and options, giving you peace of mind to focus on what's really important to you. Orlando is always looking out for your best interests and listening on all levels to generate an effective financial plan that highlights what really matters to you. He will help you understand the plan and guide you in reaching your financial milestones. Orlando holds a Chartered Financial Divorce Specialist (CFDS®) designation and specializes in supporting clients through the financial complexities of divorce using the protect, plan, prosper approach.
Trustworthy and honest
At his job at ATB Wealth, Orlando values being surrounded by a team of experts in a supportive environment that puts clients first. He stays informed in the industry by constantly reading and connecting with peers, and sending relevant information to his clients on areas of interest. Outside of his time at the office, he plays ball hockey regularly and enjoys hiking in the mountains and spending time with his daughter.
Protect-Plan-Prosper
Orlando can help you feel prepared and confident as you negotiate the financial aspects of your separation agreement
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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My team
Connect with members of my team.
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.