Private Investment Counsel
We offer investment counselling to individuals, holding companies, family foundations, trusts and estates with a minimum $2 million investment.
Holistic wealth management
You worked hard to save for retirement and grow your legacy. ATB Private Investment Counsel implements tailor-made solutions and boutique-like services, integrating a balance of local insight with global reach. We work with your ATB Wealth® specialists to distill the complex, delivering a simple and elegant approach to wealth management that works for you.
We form deep and lasting connections with our clients and their families, and keep you informed throughout your investment journey. And, if you already have your own financial advisors, we’d be happy to work with them. After all, your team and our team have the same goal in mind—your happiness, success and security.
An investment philosophy aligned with you, for you.
Your investment time horizon, your risk-and-return outlook, your unique circumstances—we consider every aspect to help you diversify strategically and align with your goals. Our long-term focus sets us apart, effectively safeguarding and cultivating your wealth through life’s changes and challenging situations.
If you have a legacy to leave, we have a plan to help protect it.
What you do with your wealth over time is a highly personal decision. There may be more options and solutions to consider than you realize, which is why we connect our clients with experts in key services. From succession and estate planning, to philanthropic and tax counsel, your ATB team can better protect your legacy against unintended consequences.
® ATB Wealth is a registered trademark of ATB Financial.