It’s just money. Let’s turn it into something more.
Father and son hugging daughter
Frank and trusted investment advice to keep you on track with your goals.
Straight-talking advice to help you do more with your wealth
4 invaluable tips for discussing Wealth Transfer with your children
Providing for your children is about more than wealth you’ve accumulated. There’s important and sometimes difficult conversations that need to happen.
Long-term considerations when buying a vacation property
Having a ‘getaway’ may be one of your retirement goals. But understanding the costs and benefits of such a venture can save you a lot of stress.
3 ways diversification can help protect your portfolio
With volatile markets and incessant headlines, what can you do to protect your retirement nest egg? The answer may not be sexy, but it works.
We’re ready to listen
Whatever your situation, ATB Wealth experts can help with all your investment and wealth planning needs.
Our wealth services
Private Banking
Get the personalized service and banking expertise you need. Work with a private banking advisor plus a team of supporting personal and business wealth specialists—all to deliver the outcome you need.
Wealth Planning
Having a tailored plan that simplifies the complexities of estate, trust and tax plans offers great peace of mind. Our ATB Wealth advisors help make the most of your wealth now and protect your legacy for the future.
Private Investment Counsel
Whether you’re an individual, holding company, foundation, trust or estate, our investment counselling helps you make confident investing decisions, incorporating local insights with a global reach.
Insurance
When your family, business or retirement plans hit a setback, having the right insurance plan quickly puts you back on track. We offer some of the world’s best policies to protect you and yours.
Group Wealth Services
Helping your employees’ long-term financial wellness is a powerful way to boost productivity and loyalty, and build your reputation as a great employer. Show you care—get great financial employee benefits.
Institutional Portfolio Management
Overseeing your organization’s investment portfolio isn’t something to be taken lightly. ATB Wealth can step in and help manage portfolios of any size for companies that serve Alberta communities.