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​Happiness is…the life you want now, the security you need later.

At ATB Investor Services, we know that money alone can’t buy happiness, but with the right plan in place, we believe you can experience more of the amazing things life has to offer.

Let us help you create a strategy to invest your hard earned money, in a way that allows you to spend on what’s important today, while saving for tomorrow. To build and manage your plan, you can get the advice you need from ATB Investor Services, the wealth management arm of ATB Financial. In addition, the award-winning Compass Portfolio Series mutual funds are available to help you grow your savings.

Building an investment plan can seem daunting, but it doesn't have to be. With ATB Online Advice, you can pick your financial goals, view your personalized financial forecast, and receive an action plan you can use—all in about 20 minutes. Investment experts are available online or over the phone if you have any questions along the way.

Visit to create your plan

While we always recommend you seek advice to create your plan, below you'll find some of the investment options available to you. ​​​​​​​​​​​​​

Guaranteed Investment Certificates (GICs)
Get the safety and security of guaranteed interest rates for a set period of time.

Investment Savings Accounts
Park your money in one of our high-interest savings accounts to save for a rainy day, accumulate the minimum required to invest in other products, or while you contemplate major investment decisions.

Mutual Funds
Diversify your investment and get world-class money managers working for you. A wide range of mutual funds are available to meet the needs of every type of investor, from conservative to aggressive. These are offered only through ATB Investor Services.

Defer your taxes and/or maximize your savings through a wide range of registered savings and investment plans from ATB.

Tax-Free Savings Accounts (TFSAs)
Save for both short- and long-term goals while your income earned grows tax free.

Registered Retirement Savings Plans (RRSPs)
Reduce the tax you pay today and build a larger nest egg for tomorrow. The perfect way to save for the future.

Registered Education Savings Plans (RESPs)
Watch a tax-efficient investment in your children's future grow surprisingly fast with the Canada Education Savings Grant.

Registered Retirement Income Plans (RRIFs)
Choose from a broad range of investment options to maximize every dollar you saved in your RRSP.

Compass Portfolio Series
Compass is an award-winning mutual fund featuring some of the world's leading investment managers. Our six portfolios are designed to meet the investment needs of conservative, short-term investors all the way to aggressive, long-term investors. Add your personal goals to the mix for a portfolio that takes you where you want to go.

Conservative Portfolio
Conservative Balanced Portfolio
Balanced Portfolio
Balanced Growth Portfolio
Growth Portfolio
Maximum Growth Portfolio

ATB Online Advice
Pick your financial goals and create your personalized, step-by-step financial plan in about 20 minutes. Investing articles, videos, and tools—as well as click-to-chat support from ATB's goal planning advisors—will help understand your finances better, so you can reach your goals faster.

ATB Investor Connect
Keep track of your ATB Securities Inc. investments online, 24 hours a day, 7 days a week.

Qtrade Investor Online
Get access to Canada's leading independent online brokerage.

Learn more about investing:

What's a PAC, and why should you have one?

Pay down debt or invest?

How to start an RESP for a child you care about

RRSP or TFSA…or both?

About ATB Investor Services

ATB Investor Services is the wealth management and insurance arm of ATB Financial. It is composed of the following subsidiary companies: ATB Securities Inc that provides a full range of investment solutions and advice to retail customers, ATB Investment Management that manages the Compass Portfolio Series and provides investment counseling services to high net worth and institutional investors, and ATB Insurance Advisors that provides Life, Disability, and Critical Illness solutions for clients of ATB Investor Services. These companies are wholly owned subsidiaries of Alberta Treasury Branches and use the trade name ATB Investor Services with permission of ATB Financial.

Learn more about the ATB Investor Services philosophy

​​​Big Goals Need A Great Plan. Create yours in about 20 minutes.


For more information about our investing services or solutions, give us a call.

ATB Online Advice - think about your goals

Did you know?

You don’t have to choose between paying down debt and saving for the future—you can design a plan that accomplishes both with ATB Online Advice.
In only 20 minutes, you will receive a personalized financial forecast for your goals and an action plan to get started. ATB’s goal planning advisors are there to help—online or over the phone—every step of the way.

2016 ATB Financial. All rights reserved. ®ATB Financial is a trade name/registered trademark of Alberta Treasury Branches.

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