Planning for what matters with ATB Wealth
Who we are
ATB Wealth offers guidance and solutions that help you navigate life confidently. We partner with you for deeply personalized planning and advice that evolves with you as your priorities or the markets change.
About usOur business
ATB Wealth is a specialized division of ATB Financial. Today, ATB Wealth is an industry-leading investment firm, with over $25.6 billion in assets under administration across more than 200 advisors and 97,000 clients.
Our commitment
ATB Wealth is committed to making our innovative and inclusive wealth management approach available to everyone. We see possibility all around us—in the goals and dreams of our clients and in the communities of all sizes that we serve.
Our services
Grow your money and protect your legacy with financial planning.
Investing
Design and manage a plan that feels right for you—and delivers real financial results and peace of mind.
Wealth Planning
Ensure your retirement, estate, trust and tax plans reflect your vision for the future.
Investment Funds
ATB Investment Management Inc. provides strategic, purposeful investment portfolios for all investor types.
Your Kelowna Advisory Team
Advice that goes beyond the expected
How much house you’ll need in retirement
Finding balance that suits your retirement lifestyle.
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Why you need a financial plan
See how financial planning creates a roadmap to your future.
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How to invest while paying off debt
Strategies to help you stay on track to meet your goals.
Read articleCommunity Impact
We are a purpose-driven organization, committed to uplifting the legacies and livelihoods of the people we serve and the communities they call home.
ATB in the community
We’re proud to support local organizations in the Kelowna community such as:Kelowna Women in Business, Accelerate Okanagan, Dress for Success.
We’re proud to support local art and culture
Celebrating Kelowna’s vibrant arts scene through our partnerships with: Opera Kelowna, 2025 Canadian Country Music Association Country Crawl
Connect with us to discover what’s financially possible
Your ATB Wealth Kelowna Office
Investing isn’t just about money, it’s freedom to live how you choose.
At ATB Wealth, we’re proud to support clients in Kelowna as they dream big, navigate changes and make confident moves into the future.
Learn moreATB 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 Canadian Investment Regulatory Organization.
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 experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.