Investing isn’t just about money, it’s freedom to live how you choose
See what’s possible with proven, stable investment strategies, proactive advice and deeply personalized service to help realize your vision of true wealth.
Expert advice and wealth planning that go beyond the expected.
ATB Wealth was created in 2002 to provide deep, personalized expertise. We offer an innovative and inclusive wealth management approach for everyone—no matter the level of investor or complex need. So that anyone, with any sum to invest can attain a clear strategy to grow their investments and improve their financial wellness.
The right expertise to reach your goals.
About Us
ATB Wealth is a specialized division of ATB Financial. We offer guidance and solutions that help you navigate life confidently. With deeply personalized planning and advice that evolves with you as your priorities or the markets change.
Wealth Planning
Having a tailored financial plan that simplifies the complexities of estate, trust and tax plans offers great peace of mind. Our ATB Wealth advisors help make the most of your wealth now and protect your legacy for the future.
Investing
We never forget that investing is about your unique life and goals. If you can’t find the right match in investment services here, please explore more information on how ATB Wealth services can work for you.
Proudly serving communities of all sizes across Western Canada.
British Columbia
Offering wealth management services to the Okanagan from our office located in Kelowna, BC.
Good Advice
What could you make possible with the right expertise?
Explore resources to help you make confident decisions on investing, retirement planning, tax strategies, protecting your legacy with an estate plan, and more.
Investor Connect
View your investment statements
Conveniently access your transaction history, holdings, tax slips and statements online— anytime.
Terms & Conditions
Privacy Policy, Terms of Use & Disclosures
® ATB Wealth is a registered trademark of ATB Financial.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.
Email: atbwealth@atb.com