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​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.​​​​​​​​​​​​​​​​​​​

Cory Boddy, CFP, CFA
Director & Investment Counselor
cboddy@atb.com

Curtis Huska, CFA, CFP
Director & Investment Counselor
chuska@atb.com

Ralph Jaglal, CFA, CFP
Director & Investment Counselor
rjaglal@atb.com

Daniel Spencer, CFA, CFP
Director & Investment Counselor
dspencer@atb.com

Ken Soderquist, CFA
Director & Investment Counselor
ksoderquist@atb.com

Jason Maniotakis, CFA
Associate Investment Counselor
jmaniotakis@atb.com

Kimberley Walker
Associate Investment Counselor
kwalker@atb.com

James Chisholm, CFA, CMA
Managing Director
jchisholm2@atb.com

Wealthy investors encounter many voices telling them what’s going to happen next and what they should be doing. Our investment counselors work to filter the noise and educate. It’s our belief that this leads to a more enjoyable experience for our clients. To that end, the Private Counsel group at ATB Investment Management Inc. is pleased to announce the launch its client publication, Navigate.

This publication, which features a sample of expertise from across ATB, is geared to providing valuable advice for wealthy Albertans and institutional investors navigating opportunities and challenges in today’s world.

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What is the Compass Portfolio Series?

The Compass Portfolio Series is a comprehensive series of strategic asset allocation models, each designed to meet an investor’s unique profile and objectives. They are single investments providing multiple benefits to the investor. Thorough diversification and cost effective investment strategies are employed to deliver a superior risk-adjusted rate of return.

For more information on the Compass Portfolio Series or investing in mutual funds, please visit compassportfolios.com or refer to the prospectus.

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