With $57.1 billion in assets, ATB Financial is an Alberta-built financial institution that is a catalyst for economic growth in our province. We got started in 1938 to help Albertans through tough economic times. Today, ATB Financial has more than 5,000 team members love to deliver exceptional experiences to over 810,000 clients through our many branches and agencies, our 24-hour Client Care Centre, four entrepreneur centres, and our digital banking options.
BMO Nesbitt Burns is a core part of the success of BMO Financial Group. We have an extensive network of approximately 1,300 Investment Advisors at 76 branches across Canada. BMO is Canada?s oldest bank, founded in 1817. The origins of BMO Nesbitt Burns? predecessor firms date back to 1912. In 1987, BMO Bank of Montreal acquired Nesbitt Thomson, then one of Canada?s oldest and most respected investment houses. In 1994, BMO Bank of Montreal also acquired Burns Fry, one of the largest dealers of Canadian equities and debt securities. Nesbitt Thomson and Burns Fry then merged to become BMO Nesbitt Burns.
Money/Fax Inc. is Lethbridge's longest running life insurance brokerage firm. Unlike many firms, we represent over 20 different life insurance companies. This gives us the ability to shop the market for the most competitive rates for life insurance. The software we use allows us to generate quotes from these different companies in only a few minutes. We work for you to develop a comprehensive life and/or disability insurance option for your unique situation. We ensure that you are getting the most competitive rates. In addition, our team works hard to ensure that your experience with us is positive and pleasant If you are looking at life insurance, call us to set up a no-charge meeting in which we will review your situation and provide you with the most competitive quotes on life insurance.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has all your Personal and Business Banking needs covered.
I have been in the financial and insurance services industry since 2005. I am originally from Halifax, NS and lived in that great city for 20 years. I played hockey all my life and following a four year career in the Quebec Major Junior Hockey League, I moved to Lethbridge to pursue my studies and play hockey with the Pronghorns. I graduated in 2005 with a Bachelor of Management degree and was fortunate to be recognized every year as a CIS Academic All Canadian while attending the University of Lethbridge.
At ScotiaMcLeod, our investment dealers are here for all your wealth management needs. Located in Lethbridge, we work with clients in the area, offer solutions for personal banking, insurance coverage and more. Plus, with our business banking services, we also work with corporate and institutional clients. Visit our website to find a branch near you!
Bal graduated with a diploma in Civil Engineering in 1969. After a rewarding career in the water resources engineering and water management for about 30 years, he has established a successful small business in the financial services sector; Life Insurance etc.