A life that works on all levels—plan for it
Your roadmap guide to financial freedom.
PLAN FOR IT
Have a financial goal but not sure how to get there?
See and understand your full financial picture clearly with ATB Wealth experts and smart digital tools to keep you on track—no matter what the markets do or life throws at you.
Plan for it
See your full financial picture clearly
With a plan that answers “what’s the right thing to do for you?”
Test scenarios with smart digital tools
See how changes in the market or your life impact your plan.
Good questions for even better answers
Feel fully supported with ongoing expert advice.
Shape your unique picture of wealth
Move forward confidently, with clear steps to grow your wealth.
Connect with an ATB Wealth advisor, no matter where you’re at in your financial journey.
Knowing what to plan for takes the right expertise. It’s ok if you don’t have all the answers—with a mix of digital tools and easy access to real live advisors who care, you get the best of both worlds, ensuring the right solutions are in place to meet your goals. Simply fill out the form below to get started.
Here’s what to expect when you connect with an advisor
An advisor helps you see your full financial picture—and creates a personalized plan that grows with you and answers the question “what’s the right thing to do for you?”
1. Establish expectations
Step one in connecting with an advisor is a discussion around the scope of engagement you expect, agreeing on how decisions will be made and getting clear on responsibilities.
2. Determine goals
Your advisor will take the time to understand what your unique picture of wealth looks like. Determining your personal and financial goals, needs and priorities.
3. Clarify current status
To get where you want to be you first have to know where you’re currently at in your financial journey. Your advisor will assess your present situation to optimize for the future.
4. Develop and share
After understanding where you’re at and where you’d like to go, your advisor will create a personalized plan tailored to meet your goals and review it with you in detail.
5. Put your plan into action
It’s time to take action on the recommendations discussed (if that’s what you want). This may involve your advisor coordinating with other experts.
6. Ongoing plan care
Working with an expert frees you up to focus on the things that matter. While you’re doing that, they will keep checking in, ensuring the plan keeps up with you and your goals.
Expert advice that goes beyond the expected.
Why your plan deserves human advice
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Tap into the right advice and solutions to help meet your goals. So you can feel confident and in control—clearly seeing and shaping your financial future.
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.