Good Advice

Tax and Protection

One of the only certainties in life.

Develop a tax strategy that complements your larger financial plan.

A developed tax strategy can have a significant impact on your income and growth, during working years and in retirement.

Understanding your personal taxes in Alberta

An overview of how to calculate your personal tax rate, including basic tax concepts and how the amount of tax you pay is determined.

Prescribed rate loans: an income splitting opportunity

How you can use a prescribed rate loan for transferring income from a higher income-earning family member to a lower income-earning family member, such as a spouse.

Clouds covering mountains

2020 Alberta budget tax and benefit highlights

Tax and benefit highlights of the 2020-2021 Alberta provincial budget that was presented by President of the Treasury Board and Minister of Finance, Travis Toews.

Tax and investment planning tips for 2019 year end

With 2019 soon coming to a close, it’s time to start thinking about year-end tax and investment planning. 

What is the Foreign Account Tax Compliance Act (FATCA)?

The Foreign Account Tax Compliance Act is an American law that aims to prevent US taxpayers from using accounts held outside the US to evade American taxes

Tax highlights from the 2019 federal budget

Tax measures announced in the budget includes changes impacting registered plans, the stock option deduction cap, Canada training credit and more.

What is Common Reporting Standard (CRS)?

Common reporting standard, or CRS, is an international organization aimed at preventing tax evasion.

ATB Wealth experts are ready to listen.

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

ATB Virtual Assistant
The ATB Virtual Assistant doesn't support landscape mode. Please tilt your device vertically to portrait mode.