About Us

World-class financial services for Albertans

Learn more about ATB Wealth’s subsidiaries.

ATB Securities Inc1

ATBSI is an investment brokerage dedicated to ATB Wealth clients. ATBSI2 is a wholly owned subsidiary of ATB Financial and a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

Your ATBSI team digs in to understand you and learn your investment goals, risk tolerance and timelines. Every account decision, even if recommended by your advisor, must be pre-approved by you. You are always in full control.

ATB Securities Inc. Offers:

  • GICs and other money-market products, such as high-interest savings accounts.
  • Fixed income solutions, such as government and corporate bonds.
  • Access to individual equities on the North American stock exchanges.
  • A wide range of mutual fund opportunities.
  • And more.

ATB Investment Management Inc1

Investing in today’s world has become increasingly and unnecessarily complicated. Through the Compass Portfolio Series, ATB Investment Management delivers an elegant one-stop-shop investment solution.

See Investment Funds

Our investment approach

Managing your money responsibly is our top priority. As portfolio managers, we actively manage each portfolio using our multi-asset-class approach, selecting sub-advisors who are specialists in each of their areas and building custom investment portfolios that are right for you.

Learn more about our investment approach

ATB Insurance Advisors1

Insurance is crucial for your financial plan, and our Insurance Advisors are dedicated to protecting you, your family and your lifestyle. Our advisors provide peace of mind through comprehensive life, disability and critical illness insurance.

Learn more about ATB Insurance Advisors

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.