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ATB Wealth® delivers investment advice, wealth planning and management services for individuals, businesses and institutions. Let’s work together to refine your strategy.
Explore your optionsDefining wealth is deeply personal.
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Whatever your goals, ATB Wealth has the products and expertise to help you succeed. Our Compass Portfolios and ATBIS Pool Funds include options for new and seasoned investors.
Explore your optionsWe’re empowering you with the knowledge you need to reach your wealth goals.
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Looking for information on investing, retirement planning, tax strategies or protecting your legacy with an estate plan? We’ve created a library of resources to help you make confident decisions.
Learn moreATB Wealth is expanding beyond Alberta
Managing wealth, where you are
The same proven, stable investment strategies, proactive advice and deeply personalized service we are known for, now open in Kelowna, BC and coming soon to Saskatoon, SK.
Learn moreATB Securities Inc. is proud to be a member of the Investment Industry Regulatory Organization of Canada.
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc., and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.
® ATB Wealth is a registered trademark of ATB Financial.
Compass Portfolios is a trademark of ATB Financial.
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