ATBIM new client package
Welcome to ATB Wealth™1. Below you’ll find regulatory information to help you understand and manage your new investments.
It is important for you to be informed about how we identify and respond to conflicts of interest, as our goal is to provide you with trusted advice and personalized financial solutions that help you achieve your financial goals. Our Conflicts of Interest Disclosure Statement is intended to assist you in understanding and assessing material conflicts of interest, which may exist in our relationship with you and how we address them in your best interest.
1ATB Investment Management Inc. is a portfolio manager and investment fund manager regulated by the Alberta Securities Commission. ATB Investment Management Inc. is a subsidiary of ATB Financial and operates under the trade name ATB Wealth.