Welcome! We're MaryAnne and Rick.

"Finding good partners is the key to success in anything: in business, in marriage and, especially, in investing." Robert Kiyosaki

Sharing ideas and knowledge that you can use to look after the things that are most important.

Recent Posts

What is the Difference between Fund Managers and Financial Advisors?

Here is a great video that highlights the difference between Fund Managers and Financial Advisors. We hope you find it informative and if you have any questions please do not hesitate to contact us.    Continue reading...

Change is a Good Thing!

Our dynamic team is growing again and we are happy to welcome on board a new Financial Advisor, Jessica Mosby! MaryAnne Christensen, Senior Financial Advisor (centre left) MaryAnne’s top priority as a Financial Advisor is ensuring that her clients are provided with excellent customer service. MaryAnne has been in the Financial Service...  Continue reading...

How RDSPs are changing lives and creating happiness

We asked our first Registered Disability Savings Plan (RDSP) clients, team member Brian Pynn and his family, to share what an RDSP means for their son Gabe’s future. What are RDSPs? Available to ATB clients starting last fall, the RDSP is a long-term savings plan established by the federal government to...  Continue reading...

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ATB Investment Management Inc. and ATB Securities Inc. (Member – Canadian Investor Protection Fund, Member - Investment Industry Regulatory Organization of Canada) are wholly owned subsidiaries of ATB Financial and are licensed users of the trademark ATB Investor Services. Disclosure