ATB Investor Services was born from a recognition that the investment industry was failing to deliver for investors. Clients were paying high fees—in many cases, way too high—and the industry was far too often putting its own interests ahead of its clients. The industry used complexity to profit from investors’ fears and greed rather than counselling them on a sound philosophy and process.
Investor Services was built on the principle that we must always help our clients achieve their dreams. A key part of living up to that principle is taking the time to understand you and what you want your life to be like in the future. Once we understand your goals, we can help apply proven philosophies to give you the greatest chance of achieving the returns you need while managing the risk.
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Achieving financial success starts with having realistic expectations. We will help manage your emotions when times are tough and your greed when all is well. ATB Investor Services is the most innovative firm in Canada—we are always looking for new ideas but will never be pulled into fads and hype just because it is the “flavour of the day”.
Rather than make the world more complex, our goal is to sort through the clutter and make investing easier to understand so you can focus on the things that really matter in your life.
To learn more or set up a meeting with an advisor, visit your local ATB Financial branch, give us a call at 1-888-282-3863 or contact us through live chat right now!
ATB Investor Services is a trademark representing the wealth and investment subsidiaries of ATB Financial. ATB Securities Inc. (ATBS) ATB Investment Management Inc. (ATBIM), and ATB Insurance Advisors Inc. (ATBIA) are licensed users of the ATB Investor Services trademark. ATBS, ATBIM, and ATBIA are wholly owned subsidiaries of ATB Financial.