Know your advisor: CIRO Advisor Report
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Tanis Carwell is a Senior Financial Advisor based out of Sherwood Park, Alberta. Tanis brings more than 23 years of experience in financial services to ATB and is passionate about finding holistic ways to help her clients achieve their financial goals.
If you can’t find it, become it
Tanis attended the University of Alberta where she received her Bachelor of Commerce, majoring in Finance. She became passionate about becoming a financial advisor after witnessing a loved one being taken advantage of by financial advisors as a teen. She decided then to become the advisor her loved ones needed and help others find financial success.
Treating clients like friends
Tanis treats her clients like friends and only provides advice that she would take herself. She believes in open communication and mutual trust in order to build long term, lasting relationships. In her free time, Tanis loves to garden, cook gourmet meals, practice yoga and go hiking with friends and family.
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.
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