ATBIM new client package

Welcome to ATB Wealth™1. Below you’ll find regulatory information to help you understand and manage your new investments.

If you have any questions about the info below, please contact your investment counselor or portfolio manager or call 1-888-282-3863.

Regulatory information

Conflicts of Interest Disclosure Statement

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.

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