Roger joined ATB Investment Management as an investment counselor in 2018. He’s had the pleasure of helping retirees, business owners and professionals from across Alberta.
He has over 12 experience providing investment counselling and portfolio management services to affluent families and institutions across Western Canada. Prior to joining ATB, Roger held similar roles with Dixon Mitchell Investment Counsel, WaterStreet Family Offices and T.E. Investment Counsel.
Roger graduated from the University of Calgary’s Haskayne School of Business and holds the Certified Financial Planner designation. He’s also a Chartered Financial Analyst charterholder.
As a born and bred Albertan, Roger is proud to call Calgary home. Outside of work, he volunteers with the United Way and Junior Achievement, and coaches his sons’ basketball, baseball and soccer teams.