We power “Where are they off to now?”
Want an adventurous life with flexibility built in? ATB is defying convention on growing your wealth with financial planning and advice that puts your goals at the centre.
The goal of investing isn’t just money. It’s the freedom to live life however you choose.
With deeply personalized planning and advice when your priorities or the markets change, you can realize your big dreams—that’s the difference an ATB Wealth advisor can make.
Expert advice and wealth planning that go beyond the expected
An advisor: for a plan and peace of mind
Get proactive advice and a personalized plan that changes with you.
Learn moreHow emotions can affect how you invest
Be aware of your feelings and biases to help guide good decisions.
Learn more
Financial planning during high inflation
Revisit your financial plan to soften some impacts of high inflation.
Learn moreThe fundamentals: why to invest and how
Grow your investment knowledge by downloading our easy-to-follow guide that explans risk, volatility, diversification and more.
More timely, specialized guidance from our Wealth experts
Spending and saving in inflation
How to invest while paying down debt
What’s more important? Getting rid of debt or growing your investments? It’s possible to do both with these tips.
Overcoming uncertainty with support and guidance
How an advisor can help in turbulent times
When the market and your investments are down, here’s how a financial advisor can be a source of support, reassurance and truth.
What happens to an unused RESP?
RESP options for when your child changes course.
Know your options for an unused RESP around closing, transferring of funds and more.
Find an advisor
For a flexible financial plan tailored to your goals, meet with an ATB Wealth advisor. Get proactive advice that powers you to make the most of the highs and gives you peace of mind during the lows.
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 Investment Industry Regulatory Organization of Canada.
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.