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Amanda Engler
CFP®
Financial Advisor*
Mutual Fund Investment Specialist**
Amanda started working with Co-operators in 2008 as an Associate Insurance Advisor. In 2012, she moved to Rocky Mountain House to become the Financial Advisor and owner of the office. She has now transitioned to the 5th Ave. S, Lethbridge, office where she is the Financial Advisor and owner of Engler Agencies Ltd. She is eager to continue her journey helping clients, while embodying the values and mission of Co-operators.
Amanda is an experienced and knowledgeable Financial Advisor, ready to work with you to ensure you and your family’s financial future. She has a Certified Financial Planner designation with FP Canada as well as all insurance licences and a Mutual Funds licence. Over the past 15 years, she has worked with many clients to help them choose, invest and manage plans that offer safe investments and excellent returns. As a Financial Planner, Amanda‘s main goal is to help you make well-informed decisions on the types of investments that are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change. Amanda will always listen to your concerns and treat your financial goals with the same care and interest that she devotes to her own.
Amanda spends most of her personal time with her family, camping and travelling. She enjoys spending time outdoors and golfing whenever she gets an opportunity.
Location
Lethbridge
EmailAnkit Sharma
Client Contact Representative*
Mutual Fund Investment Specialist**
Location
Lethbridge
EmailSusan Rabchak
Client Contact Representative*
Mutual Fund Investment Specialist**
Location
Lethbridge
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.