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.

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.