Investment Funds

Compass Portfolios

Strategic investment portfolios for various investor types and timelines.

Notice: Year-End Fund Distributions

Impacted funds include the Compass Conservative Balanced Portfolio, Compass Balanced Portfolio, Compass Balanced Growth Portfolio, Compass Growth Portfolio, Compass Maximum Growth Portfolio, and the ATBIS US Equity Pool.

Prices from December 31, 2019 to January 14, 2020 for the impacted funds will be restated. Transactions during this period, including purchases and redemptions, will be amended accordingly prior to January 31, 2020.

If you have any questions about these changes, please reach out to your ATB Wealth advisor. Read more.

Build a portfolio that’s designed for your life and goals.

Explore many paths to success

Whether you’re a bold or cautious investor, we’ll help you design a portfolio and plan to meet your financial goals now and in the future.

Get more value with our industry-leading expertise

We match our in-house expertise with external sub-advisors, who bring targeted knowledge to offer you potent investment strategies and opportunities.

Invest across countries and asset classes

Build a diverse portfolio with investment opportunities in Canada, the US and internationally. Explore both fixed-income and growth opportunities.

We can help all investors reach their financial goals.

Invest for stable, steady returns

Conservative Portfolio

You’re a cautious investor who wants most of your savings invested in overall lower risk investments.

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Invest for income and steady growth

Conservative Balanced Portfolio

You believe that slow and steady investing will win the race over the long term.

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Invest for the long haul

Balanced Portfolio

You want a balance of portfolio growth and stability, and a comfortable middle ground.

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Invest for stability and higher growth

Balanced Growth Portfolio

You know the occasional rainy day won’t stop you from achieving healthy long-term growth.

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Invest for larger rewards

Growth Portfolio

You ride out market storms while focusing on the greater longer-term returns on the horizon.

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Invest for the greatest potential growth

Maximum Growth Portfolio

You’re comfortable with both peaks and valleys in search of the largest possible returns.

Find out more

  1. The Compass Portfolios and ATBIS Pools are a group of mutual funds managed by ATB Investment Management Inc.. There are six mutual funds in the Compass Portfolios and, and four ATBIS Pools. For more information on Compass Portfolios or investing in mutual funds please continue reading or refer to the prospectus.

ATB Wealth experts are ready to listen.

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

1-888-282-3863

Email: atbwealth@atb.com