private banking

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
 

Bob Piercy - host
- phone - 780-965-2232
- email - rhpiercy@me.com
- LinkedIn - https://www.linkedin.com/in/robertpiercy/
- Website - https://robertpiercy.com
- Facebook - https://www.facebook.com/BobPiercyCoTravelPocast

The Covid-19 pandemic is fundamentally changing the business model of client management for private bankers and wealth managers. Face to face client meetings are effectively off the table, meaning that having the right digital solutions has become key for wealth managers wanting to serve their clients with relevant and timely information (even more then before). Digital transformation is no longer a “nice to have” but a “must-have”.