When your wealth grows, so does your need for expert investment guidance.
ATB Investment Management Inc.’s Private Counsel service provides peace of mind through specialist expertise and experience.
As Albertans, we all share a deep pride in our province and our people. But we don’t all share the same needs and goals when it comes to investing and life beyond the portfolio. For wealthy investors and institutions desiring specialist expertise, ATB Investment Management Inc. offers a Private Counsel service. Providing peace of mind is our business.
It’s a service built on in-depth knowledge of our clients, financial acumen from CFA charterholders and experience with the situations encountered by wealthy Albertans and our institutions.
We place clients’ interests first, and we do it through independence, by being ethical in performing our fiduciary duty and by applying an approach that addresses investors’ behavioural tendencies. We are committed to demonstrating this value consistently, respecting the people we work for and delivering results.
As you grow your organization, achieve success with your agricultural operation or reach new heights in your career, your needs change. You need to work with a financial service provider you can trust. To date, Albertans have entrusted over $3 billion to Private Counsel. As a group of investment counselors, we work diligently to maintain and grow a service that Albertans are proud of.