Services

Wealth Planning

Ensure your estate, trust and tax plans reflect your vision for the future.

Estate planning

In order to achieve your wishes for the future, it is important to ensure your estate and trust plan is tailored to your unique situation. This includes coming up with the right plan for you to address complex arrangements, including succession plans, charitable giving, unique family needs and assets or beneficiaries located across or outside of Canada.Your ATB Wealth advisor and our specialists are here to help.

Tax planning

A tax-efficient wealth strategy can have a significant effect on your income and cash flow, during working years and in retirement. Your ATB Wealth advisor will work with a tax specialist and your chosen tax professional to develop a tax strategy that complements your larger financial plan.

Trust planning

Trusts often play an important role in estate, succession and tax planning. Trust planning may enable you to protect the wealth of beneficiaries, enable philanthropic donations, provide a measure of asset protection or provide for a disabled beneficiary. Trusts may also be a valuable tool in transitioning your family business to the next generation.

Our specialists can help you understand the various types of trusts that may suit your needs. Through your ATB Wealth advisor and our external partner, Cidel Trust Company, we offer a wide range of trust services to suit your needs, including corporate executor and trustee appointments, corporate attorney appointments and philanthropic structures.

Wealth specialists

  • Doug Smith, LLP TEP
  • Tanis Jalbert, LLB
  • Josh Proulx, JD - Tax & Business Succession Specialist
  • Michelle Seymour, CA - Director, Tax & Business Succession Planning

Do you have long-term philanthropic goals?

A donor-advised fund, community foundation or private foundation may be the tool that can bring your vision to life.

Let’s build a plan that meets your future goals.

Our team will help you protect you in the present and ensure your legacy in the future.

ATB Wealth experts are ready to listen.

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