Ann Babic, CIM®, B.Com
Private Wealth Advisor, Portfolio Manager
Email
[email protected]
Office Phone
587.489.5518
Mobile Phone
780.224.8545
LinkedIn Profile
Ann Babic
Location
Edmonton, Alberta
My experience spans an array of roles including operations, trading, research, and asset management. I take a holistic approach to investment management, ensuring all facets of a client’s life are considered when building a portfolio and shaping a family’s financial plan. Learning and building around each client’s personal “why” is integral to fostering a strong long-term relationship, and in turn, achieving their financial goals.
I received my Bachelor of Commerce degree from the University of Alberta School of Business with distinction and earned my Chartered Investment Manager® (CIM®) designation in 2015. During my time at the University of Alberta, I was a senior member of the Business Exchange Association (BEA), and spent a semester studying abroad in Uppsala, Sweden.
Edmonton, Alberta
“My passion for helping clients achieve their goals goes beyond the numbers. It’s about building strong connections.”With over ten years of experience in the wealth management industry, working exclusively at boutique portfolio management firms, I have a passion for creating high-touch client experiences and building strong personal relationships.
My experience spans an array of roles including operations, trading, research, and asset management. I take a holistic approach to investment management, ensuring all facets of a client’s life are considered when building a portfolio and shaping a family’s financial plan. Learning and building around each client’s personal “why” is integral to fostering a strong long-term relationship, and in turn, achieving their financial goals.
I received my Bachelor of Commerce degree from the University of Alberta School of Business with distinction and earned my Chartered Investment Manager® (CIM®) designation in 2015. During my time at the University of Alberta, I was a senior member of the Business Exchange Association (BEA), and spent a semester studying abroad in Uppsala, Sweden.
Beyond the Office
Whether engaging in athletics or spectating from the sidelines, sports are one of my go-to past-times. To stay active, I enjoy swimming, tennis, hiking, skiing and working out. I’m game for watching any sport and am an avid Oilers fan. Much of my time is now spent enjoying the outdoors or swimming with my daughter. Travel is also important to me – I love exploring new cultures as much as possible.