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 Mutual Funds


Invest with confidence, build your wealth, and realize your financial goals with Compass Portfolio Series.

With Compass Portfolios, you'll have award-winning investment vehicles and disciplined strategies on your side. Like all mutual funds, Compass lets you invest in a diverse group of investments chosen and monitored by professional investment managers. But that's where the comparisons with other mutual funds end.

ATB Investment Management Inc. created the Compass Portfolio Series mutual funds exclusively for Albertans to give them full access to a portfolio model normally reserved for institutions and the ultra wealthy. Our six portfolios are designed to meet a range of investment needs from conservative, lower-risk investors all the way to more aggressive. It is a simple yet highly sophisticated solution that will help you achieve whatever goals you have chosen.

Compass is one of Canada's most successful portfolio programs. Thanks to our steadfast investment philosophy, discipline, and focus on hand-picking excellent investment managers from around the country, Compass has weathered severe economic storms and grown steadily over the past 10 years.


Here are a few reasons Compass Portfolios are different from other mutual funds:

  • Portfolio design: Compass Portfolios are diversified by geography and industry, so you can withstand shocks to individual sectors.
  • External investment managers: Instead of relying solely on an in-house team, we seek out and leverage the expertise of some of the best investment managers in Canada.
  • Disciplined strategies: We make calculated decisions that keep you moving towards your definition of success.
  • Low fees: ATB Investment Management Inc. is one of the lowest-cost investment managers in Canada—on average half-a-percent less annually than our competitors.

At ATB Investor Services, we can help you develop an investment strategy that fits your current situation and meets your future goals. Call 1-888-282-3863 or visit to start building your plan online.



Mutual Funds are sold by prospectus only through ATB Securities Inc. (Member, Investment Industry Regulatory Organization of Canada; Member, Canadian Investor Protection Fund). For full ATB Securities Inc. disclosure click here.


 Learn more about mutual funds