ATB Wealth brings three investment counsellors onto its private counsel team

Lee, a CFA charterholder and CFP, has been with ATB Investment Management since 2018 and works with high-net-worth families out of Edmonton.  

The release credits him with experience in portfolio analysis, research, and product solutions.  

Phare, who holds the CFP, CIM, FMA, and FCSI designations, brings more than 25 years of industry experience and works with business owners, corporate executives, professionals, and multi-generational families. 

Mahabir LinkedIn profile shows he spent nearly 11 years at Mawer Investment Management in Calgary before joining ATB Wealth in May. He was an investment counsellor at Mawer from December 2020 to July 2025. 

Lee’s LinkedIn profile records eight and a half years at ATB Wealth, starting with a compliance internship in May 2018 and moving through investment compliance analyst, investor relations manager, and associate investment counsellor roles before his promotion to investment counsellor in November 2025.  

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