FEATURED EXCELLENCE AWARDEE
Jason Murray,
Financial Advisor, ATB Securities Inc.
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“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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Excellence Awardee: The Nour Private Wealth Award for Rising Star Advisor of the Year
EXCELLENCE AWARDEE:
The Nour Private Wealth Award
for Rising Star Advisor of the Year
EXCELLENCE AWARDEE:
The Nour Private Wealth Award for Rising Star Advisor of the Year
Jason Murray started his wealth career at ATB Wealth in early 2020. Despite beginning his role just before COVID-19 restrictions came into place, Jason has flourished as an advisor, using technology to ensure a great client experience even if he wasn’t able to meet his clients in-person. He has consistently provided a high level of advice and service to a substantial number of families in Lloydminster, St. Paul, and Vermilion communities, in just over two years.
Jason’s connection to the community runs deep as he grew up in a farming family located in the area he now advises. His ability to relate to the farming community through shared life experiences with his clients has led him to develop strong relationships. His clients not only seek his advice but also like talking to him about their lives.
The hallmark of Jason’s practice is ensuring he understands clients’ goals and objectives and educates them on different investment vehicles. Jason doesn’t just present his plans and recommendations - he works to make sure that his clients understand the why behind them and how they will best support reaching their financial goals.
Although only in his role for two years, Jason has already achieved his CFP designation and CIM designation. Advancing his education is a priority for Jason and he feels this is a key component for creating success for his clients.
Andrea is an Employee Learning and Development professional with two years of experience who is passionate about using her skills to implement innovative and pioneering HR initiatives to drive a culture of professional development. Her strengths lay in people and relationship management, critical thinking and delivering behaviour change projects with an innovative twist. She has been responsible for introducing compliance learning tailored to our significantly diverse employee base of over 12,000 and using her skills to create engagement for and roll out of 'Altogether Autism & Neurodiversity awareness programme at The Warehouse Group. She has shifted the way our team engages with learning, cultivating a continuous learning and development culture specific to their journey.
Andrea is an Employee Learning and Development professional with two years of experience who is passionate about using her skills to implement innovative and pioneering HR initiatives to drive a culture of professional development. Her strengths lay in people and relationship management, critical thinking and delivering behaviour change projects with an innovative twist. She has been responsible for introducing compliance learning tailored to our significantly diverse employee base of over 12,000 and using her skills to create engagement for and roll out of 'Altogether Autism & Neurodiversity awareness programme at The Warehouse Group. She has shifted the way our team engages with learning, cultivating a continuous learning and development culture specific to their journey.
https://www.atb.com/business/
https://www.linkedin.com/in/jason-murray-b-mgt-cfp%C2%AE-cim%C2%AE-77b11874/
jmurray@atb.com
780-808-1513
3699 63 Ave NE, Calgary, Alberta, T3J 0G7
B.Mgt, CFP®, CIM®
