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ATB Wealth
- Finance
- Kelowna, BC
About this business
Location details
1477 St Paul St, Kelowna, BC, V1Y 2E4, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
ATB Wealth is an incredible team of dedicated professionals. They provide investment advice, wealth planning and management services for individuals, businesses and institutions. Their commitment to community is outstanding. You would be hard pressed to find a charity or non profit they haven’t lended a hand to. The culture is that of a team. It is obvious that the respect and care they offer their clients is a reflection of the respect and care they offer each other as colleagues. Thank you ATB wealth!
I am originally from Alberta and have been an ATB Financial client since I was a teenager. Customer service has always been great from ATB Financial and I had the same experience with ATB Wealth. Doug Schaffner was quickly able to set me straight with some challenges I was having with my father's estate. No fuss, no muss, just solid advice. Thanks, Doug!
Frequently asked questions about ATB Wealth
How is ATB Wealth rated?
ATB Wealth has a 5 star rating with 2 reviews.
When is ATB Wealth open?
ATB Wealth is closed now. It will open at 9:00 a.m.
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