Travis is responsible for the investment counseling and portfolio management needs of ATB's high net worth clients.
While he began his career with ATB Financial in 2015, Travis joined ATB Investment Management’s Private Investment Counsel team in 2017. Prior to this he worked as a commercial banker at RBC. Through his various roles, he has gained extensive experience in portfolio analysis, research, and financial modeling. He now provides unique financial counsel, specific to high net worth families in Calgary, and Central and Southern Alberta.
Travis graduated from Mount Royal University with a Bachelor’s Degree in Financial Services. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA) charterholder. He is also a member of the CFA Institute, Calgary CFA Society and FP Canada (formerly, Financial Planning Standards Council of Canada).
Travis is proud to call Calgary his home, where he lives with his two boys, Brody and Luke. He balances work with a keen interest in sports, world events, and spending time with friends and family.