A plan for your future. And theirs.
When it comes to passing on wealth and wisdom, clear communication and planning are key.
Whether you have a vision for the future or don’t know where to begin, a conversation with an ATB Wealth advisor is the first step to feeling confident the things that matter to you will live on—with the people you care about most.
Learn more in these articles:
Passing down wealth and wisdom
Tips to help the next generation build good financial habits.
Read more
What can a financial advisor do for you?
How the right advisor can help make your money work hard for you.
Discover how
Providing for your Pets after you’re gone
Tips to ensure treasured pets are included in your estate planning.
Learn more
Feel confident about what’s next.
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Plan for what’s next with a trusted expert.
From questions about taxes to passing on wealth, an advisor can help sort through the complexities and guide important conversations with your loved ones—so you feel confident about your future, and theirs.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the 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 intended 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.