Group Wealth Services
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When employees do better, businesses do too. Group Wealth Services fosters financial wellness—for everyone with group investing and banking benefit plans.
Bringing financial wellness to your workforce
A simple way to foster happier, healthier, more productive employees.
We work with you to co-create your own financial wellness program, considering your goals, budget and the unique needs of your team.
Turn financial stress into future-facing confidence.
Financial stress costs us all—and financial wellness makes a difference for everyone. It transforms hopes into goals and brings brighter futures into focus.
Fostering financial wellness has never been easier or more affordable with Group Wealth Services from ATB Wealth®. Our experts get to know you, your business, and your employees to co-create your custom financial wellness program.
Get in touch with our Group Wealth Services team to start investing in the financial wellness of your employees—and the success of your business.
Smart, custom programs
Invest in them, invest in your business
Financial wellness boosts morale, retention, customer service and company culture—and lowers absenteeism, turnover, errors and accidents.
Managing finances today
Give your teams access to group RRSPs, TFSAs, FHSAs or non-registered plans through a group investment plan—plus you have the opportunity to match contributions. Start creating your plan today.
Planning for the future
Give your teams access to group RRSPs, TFSAs, FHSAs or non-registered plans through a group investment plan—plus you have the opportunity to match contributions. Start creating your plan today.
Build financial wellness in your workforce.
Our financial wellness programs can be customized to suit any business and any budget. Contact our team to get started.
Frequently asked questions
A group investment plan is a retirement or savings program offered by an employer to its employees. These plans help improve financial wellness and are designed to help employees conveniently save for retirement or other long-term financial goals.
Through a custom plan with ATB Group Wealth Services, you can offer Registered Retirement Savings Plans, Tax Free Savings Accounts, First Home Savings Account, and Non-Registered accounts. You have the flexibility to offer one or more of the account types to your employees based on your company’s needs.
As the employer, there are no up front fees to set up a plan, no annual fees and no termination fees if you choose to discontinue your plan.
Any fees for plan participants (employees) are fully disclosed when they open the account with one of our advisors.
You can start an ATB Group Wealth Services plan with any number of employees. We will work with you to design a custom plan that’s right for your company, based on size, industry and more.
By offering a group investment plan, you’re making a strategic investment in your people and the long-term success of your business. Plans like these can lead to increased employee productivity and engagement, as they improve financial wellness and reduce financial stress. They also allow you to attract and retain top talent. In today’s competitive job market, a robust benefits package is a deciding factor for job seekers. Also, when compared to a pension plan, a group investment plan is low cost with simplified administration, while providing a variety of options.
Let’s foster financial wellness together
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.
® ATB Wealth is a registered trademark of ATB Financial.
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