Group Wealth Services

Group Wealth Services

Attract and retain great employees by offering financial wellness benefits, including exclusive rates and savings for investing and everyday banking.

Happy employees create more rewarding customer experiences

Attracting and retaining great employees is a constant challenge—one that often takes more than just an offer of a steady paycheque. While standard health, dental and vision care benefits go a long way, helping your employees’ long-term financial wellness is a powerful way to boost productivity and loyalty, and build your reputation as a great employer.

A great way to show you care.

With a group wealth services package from ATB Wealth™, you can help your employees save money and build their wealth at a cost that you control.

Primary offer:

A group investment plan will let you offer your employees group registered retirement savings plans (RRSPs), tax-free savings accounts (TFSAs) or non-registered plans and give you the opportunity to match their contributions.

Added value:

Group banking benefits let you offer your employees discounts on everyday banking and lending products—at no cost to you.

Your employees receive:

  • Advice and flexibility to tailor their plans to their financial needs, goals and comfort level.
  • Retirement and savings plans that grow automatically through payroll deductions you have the option to match.
  • Savings on everyday banking through employee perks, discounts and incentives.

As an employer, you’ll receive:

  • The ability to offer employees group financial benefits at zero cost to you (unless you choose to match their contributions).
  • The dedicated support of ATB group wealth services representatives to help you set up and manage a program that meets your organization’s needs.
  • A powerful tool to help attract and retain top talent and deepen employee loyalty.

Our promise to you

When you enrol in a group wealth services plan from ATB Wealth™, you’ll receive a complete financial wellness program including advice and solutions to take care of your employees’ investing and financial needs.

Build a plan that helps you attract top talent.

You don't have to be a big business to offer big benefits. We can show you how.

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.

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