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ATB Investment Management Inc.

Based in Edmonton, Canada, ATB Investment Management Inc. (ATBIM) operates as a subsidiary of ATB Financial and manages the Compass Portfolios and the ATBIS Pools, while also providing investment counseling services to high net worth and institutional investors.

Investing in today's world has become increasingly and unnecessarily complicated. We believe in delivering an elegant one-stop-shop investment solution to give you time to enjoy what’s important to you.

We’re committed to placing the interests of Albertan investors first. Our investment portfolios are designed using the same methods once reserved only for institutional money, because we believe investing shouldn’t only be for those who already have a lot of money. ​​​

Our investment approach

Managing your money responsibly is our top priority. As portfolio managers, we actively manage each portfolio using our multi asset class approach, selecting sub-advisors who are specialists in each of their areas and building custom investment portfolios that are right for you.

Investment success requires discipline, constant monitoring and following a defined investment process. Value isn’t defined by the cheapest option, but rather by the one that will best help you achieve your goals and objectives at a reasonable cost.

Through our investment program, the Compass Portfolios, we bring simplicity to complexity with the goal of incorporating all our best ideas into one and creating an investment experience that is smart, simple and helpful.​​​​​​​​​​


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