REALIZING YOUR VISION OF WEALTH
For 20 years, ATB Wealth has led with the philosophy that the goal of investing isn’t just money, it’s the freedom to live life however you choose. Feel confident your livelihood and legacy are secure and achieving your goals is possible with proven, stable investment strategies, proactive advice and deeply personalized service.
Grow and manage your money.
Design and manage a plan that feels right for you—and delivers real financial results and peace of mind.
Protect your legacy with financial planning.
Ensure your estate, trust and tax plans reflect your vision for the future.
PRIVATE INVESTMENT COUNSEL
Our goal is to help you reach yours.
Get real financial results with plans designed and managed by us, with the support of your financial advisors.
Choose insurance for what matters in your life.
Protect your family, your business and your retirement with help from ATB insurance advisors.
INSTITUTIONAL PORTFOLIO MANAGEMENT
Strengthen your organization’s future.
Manage and grow your investments with help from portfolio managers who work with organizations that serve your community.
GROUP WEALTH SERVICES
Attract employees with financial benefits.
Increase employee engagement and loyalty with a customized benefits package.
ATB Wealth® consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc., ATB Securities Inc., and ATB Insurance Advisors Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and 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 intend no ed 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 experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.