Successful investing made simple
Tuesday, January 28 | 9:30 AM - 10:30 AM
ATB Chinook Centre
Money can be complex and intimidating, no matter how much you have, but financial advice can help untangle those complexities. This workshop will analyze the value of working with a financial advisor and the influx of online investment platforms.
About your facilitator: Roberto Rios, CFA
Roberto Rios is a Financial Advisor with ATB Wealth where he works with new and existing clients to identify investment goals and create plans to meet them. As well, Roberto is passionate about educating clients about the intricacies of wealth management. This makes him the perfect fit for the ATB Prosper team which exists to make investing simple and easy for Albertans. Roberto completed his degree in Economics from the University of Manitoba in 2012. Since then, he has built his career with ATB Wealth and received his Chartered Financial Analyst designation. Currently Roberto is an MBA Candidate at the Richard Ivey School of Business at Western University.