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. Start now.

See clearly

See your full financial picture clearly

With a plan that answers “what’s the right thing to do for you?”

Digital tools

Test scenarios with smart digital tools

See how changes in the market or your life impact your plan.

Good questions

Good questions for even better answers

Feel fully supported with ongoing expert advice.

Your picture of wealth

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.

What’s it like to build your unique picture of wealth 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.

A life that works on all levels—plan for it

Your roadmap guide to financial freedom.

Expert advice that goes beyond the expected.

Plan for it—with a trusted advisor.

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. 

Get started

Connect with us and find the answers to reach all your goals.

Find your advisor

Find an ATB Wealth advisor to connect with—in person or virtually.