ATB Financial - Investor Services

Insurance is an integral part of a holistic wealth management plan. Whether you are just starting a family, approaching retirement, or enjoying your golden years, the right insurance plan can protect you against the unexpected, maximize your retirement income, and ensure a smooth transfer of your estate.

ATB Investor Services offers comprehensive insurance products and services – life, disability and critical illness insurance, and wealth, estate, and tax planning services – to protect you, your family and the wealth you have worked so hard to build.

What can insurance do for you? Here are some of the benefits your insurance plan can include:

ensure your family’s financial security if you pass away
maintain your standard of living if you are injured and cannot work
pay you a lump sum benefit if you are diagnosed with a serious illness
provide a tax-advantaged investment vehicle
smoothly transfer control of your business to the next generation
ensure an orderly, tax-efficient transfer of your estate

Our team of insurance professionals will design an insurance plan that’s right for you.

ATB Investor Services offers insurance products and services through a dedicated, mobile team of experienced professionals. To meet with one of our insurance professionals, please contact the ATB Investor Services associate at your nearest ATB Financial branch or call 1-888-ATB-7121.

ATB Investment Management Inc., ATB Securities Inc. (member CIPF), ATB Investment Services Inc., ATB Insurance Advisors Inc. are wholly owned subsidiaries of ATB Financial and are licensed users of the trademark ATB Investor Services. ® ATB Financial is a trade name/registered trademark of Alberta Treasury Branches.