Co-Travel podcast with Bob Piercy
Co-Travel podcast with Bob Piercy
Conversations with people working in and around today's dental industry. Exploring new and exciting topics as we work to grow and succeed.
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Bob Piercy

S2 E22 - Building your Financial Team & Strategy with Vickie Burgess of ATB Financial

S2 E22 - Building your Financial Team & Strategy with Vickie Burgess of ATB Financial

6/15/2021 11:11:29 AM   |   Comments: 0   |   Views: 83
Click the link below for the latest episode:

S2 E22 - Building your Financial Team & Strategy with Vickie Burgess of ATB Financial


Vickie Burgess has in interesting story arch that landed her in the banking industry.  Her journey is not that of financial schooling and institutions that would naturally lead to banking.  Rather she came from the wold of Social Work where she spent eight years working with high-risk youth offenders in Toronto.  Now this start may seem to have little crossover into banking but Vickey shows that this added perspective does prove useful when working with clients as they work to build the financial plan.

I really enjoyed talking with Vickie today and if you have any questions please feel free to reach out to her.

Victoria Burgess
Senior Private Client Adviser
ATB Financial
780-488-7631
vburgess@atb.com


S2 E22 - Building a Financial Strategy]



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