Private Investment Counsel
Get the latest insights and reviews from the Private Investment Counsel team.
Markets, investing and what matters most
Quarterly review of markets and our fund performance
Insights
Insights from our Private Investment Counsel to help you meet your investment goals.
Beyond your career
Transitioning from your career is one of life's most significant milestones. You now get to design the future you've always wanted.
Wealth beyond money
Real prosperity means more than money. It's about deep relationships, purposeful work, and time for what truly matters.
Forecasting follies & successful investing
With economic uncertainty, should we expend effort on predictions and forecasts?
Appreciate what endures
2024 certainly saw more than its fair share of change. We reflect on these changes and anticipate the year ahead.
Putting the odds on your side
Investing isn’t gambling, because the odds are well in our favour when done properly.
Longevity pessimism and inflation
Our PIC team discusses the impact of these two under-appreciated risks to financial planning.
Investing is a journey
Just like a cross-country trip, a long-term approach to investing involves navigating through various market cycles, economic shifts, and unforeseen challenges.
The intelligent donation
A donor advised fund (DAF) may be a good option for high net worth individuals seeking to create a legacy.
Private Solution
Private Investment Counsel
Exclusive wealth management with customized services for qualifying high-net-worth individuals.
ATB Investment Management Inc. (ATBIM) is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATBIM is also registered as an Investment Fund Manager who manages the ATB Funds, Compass Portfolios and the ATBIS Pools. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.
Past performance is not indicative of future results. Opinions, estimates, and projections contained herein are subject to change without notice, and ATBIM does not undertake to provide updated information should a change occur. The information in this document has been compiled or arrived at from sources believed reliable but no representation or warranty, expressed or implied, is made as to their accuracy or completeness. ATB Financial, ATBIM and ATB Securities Inc. do not accept any liability whatsoever for any losses arising from the use of this report or its contents.
The material in this document is not, and should not be construed as, an offer to sell or a solicitation of an offer to buy any investment. This document may not be reproduced in whole or in part; referred to in any manner whatsoever; nor may the information, opinions, and conclusions contained herein be referred to without the prior written consent of ATBIM.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.