Local financial planning that aligns financial growth with personal values

Meet Brittney Weatherill, senior wealth advisor* at ATB Wealth in Kelowna, who brings a refreshing blend of expertise and genuine dedication to her new role. With over a decade of experience in the financial industry, Brittney isn’t just another financial planner—she’s a Certified Financial Planner (CFP) with a Bachelor of Business Administration (BBA) and a keen focus as a Responsible Investment Specialist (RIS).

Brittney’s career has been fuelled by her commitment to only achieving and exceeding client expectations. At ATB Wealth, she leverages her deep knowledge and experience to offer tailored investment solutions that resonate with client values and financial goals.

Brittney has been a fixture in the Okanagan region throughout her life, originally from Vernon and relocating to Kelowna in 2012. Her strong ties to the Okanagan are a cornerstone of her work. “The Okanagan is a fantastic place to grow up and now to work,” she shares enthusiastically. Brittney’s passion for finance was sparked at a young age, influenced by her family’s entrepreneurial background. “I began exploring career paths around the age of 14, and financial planning immediately caught my attention,” she explains. She followed this interest to Okanagan College, where she excelled in its highly regarded business program.

During college, Brittney was involved in Enactus, a student-run organization that implements social entrepreneurship projects. Her participation ranged from improving local food security to fostering entrepreneurship among youth. One memorable project was partnering with Campbell’s Soup Company to support the local food bank, which she describes as particularly rewarding. “Working directly with the community to address such essential needs was incredibly fulfilling,” Brittney notes.

Before joining ATB Wealth, Brittney built a robust career in financial services within the region, managing high-net-worth client portfolios and developing tailored financial plans that align well with individual goals and values. Her approach to financial planning is deeply relational; she believes in building lasting connections with her clients. “Understanding a client’s life and goals is crucial. It’s not just about numbers; it’s about helping people craft the lives they dream of through informed financial strategies,” she says.

Brittney’s investment philosophy is to align financial growth with personal values, ensuring her clients achieve robust returns without compromising what is most important to them. “Each client situation is unique, which means every financial plan and investment strategy must be custom-tailored,” she emphasizes. Through detailed planning and a deep understanding of her clients’ aspirations, Brittney crafts strategies that aim for financial growth and reflect each client’s personal and ethical values.

Brittney is dedicated to helping you navigate your financial landscape, whether you’re planning for retirement, managing wealth, or looking to optimize your current financial strategy amid changing market conditions. Her commitment is to provide guidance that is both prudent and personalized, ensuring that her clients are well-prepared to meet their financial objectives.

If you’re seeking personalized financial planning or investment advice in the Okanagan, Brittney Weatherill is an outstanding resource. Reach out to her at 250-878-8768 or visit her webpage for more information or to book a consultation. Discover how Brittney’s forward-thinking approach and client-first philosophy can support your personal financial goals with confidence and care.

*Senior Financial Advisor (Mutual Funds), ATB Securities Inc.

ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc., and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.