How to buy Compass
To help get you on your path to saving and investing, the CompassTM Portfolio Series can be purchased through one of our authorized distributors below.
ATB Investment Management Inc.
Sold through Private Counsel, the high net worth discretionary investment management arm of ATB Investor Services, and subsidiary of ATB Financial.
ATB Prosper
With ATB Prosper, you can build a customized, low-fee mutual fund plan with live support from real, Alberta-based investment professionals.
Qtrade Investor
A CIRO licensed discount (Online) brokerage, providing self service online brokerage services.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.
Compass Portfolios is a trademark of ATB Financial.
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