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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.

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

What to do with your tax return
June 06, 2016

What to do with your tax return

Your refund comes with one very important question: What do I do with this money?!

It's never too late to save
February 04, 2016

It's never too late to save

While starting early is great advice for those in their 20s or 30s, if you’re pushing 50 and haven’t started saving...

RRSP or TFSA...or both?
December 30, 2015

RRSP or TFSA...or both?

RRSPs and TFSAs are similar because they both provide incentives for Canadians to save and invest...

Eight things to look for in a great advisor
November 13, 2015

Eight things to look for in a great advisor

You are in high demand as a client. Here are some criteria to help you decide who to trust with your investments.

The intelligent donation
September 29, 2015

The intelligent donation

Are you at a stage in life where legacy planning has become a new priority? John Shypitka walks us through some options.

Hochachka: “We think investors should stay the course"
August 25, 2015

Hochachka: “We think investors should stay the course"

The markets have been big news for the last few days, with sharp declines followed by rebounds followed by questions...

Speculator vs. investor
June 24, 2015

Speculator vs. investor

When we invest, we place belief in the idea that combining money, good ideas and motivated people will produce...

Prove me wrong
June 02, 2015

Prove me wrong

What the chess board can teach us about investing and what to consider before making your next move.

What is a GIC?
December 17, 2013

What is a GIC?

When it comes to investing, there is no "one size fits all" solution. A GIC may be a great addition to your portfolio.

Government benefit basics
October 30, 2013

Government benefit basics

While government-sponsored programs are a key part of most Canadians' retirement income, if you rely entirely on the Can

How to avoid (or lower) mortgage prepayment penalties
October 07, 2013

How to avoid (or lower) mortgage prepayment penalties

If you want to put some extra money towards your mortgage or are planning to buy or sell a home, read this!

What's a PAC, and why should you have one?
January 02, 2013

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

Good savings habits make building your retirement nest egg a lot easier.

What are the risks of investing?
December 14, 2011

What are the risks of investing?

Most people know that there are risks in investing. But knowing there are risks, without really understanding what...

​​​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.


Start the conversation with an ATB Investment Expert

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