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Join date: Nov 11, 2021

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As a Senior Financial Advisor, I provide financial planning and investment management services to affluent clients of ATB Wealth. I deliver personalized wealth plans that can address many differing complex needs of business owners, professionals, and wealthy families. My role is to manage the end-to-end client wealth planning experience; from discovery, analysis, development of the financial plan to recommendations and implementation. This includes leveraging a network of professional experts to assist with potential components of the plan, including legal, tax and insurance experts.

E
Elton Davidge

Elton Davidge

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