You’re at risk these days. Without a great advisor.
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A trusted partner for all your investment, wealth planning and banking needs.
Being Albertan means we recognize the value of telling it like it is, a refreshing approach that permeates all we do. Partner with one of our wealth experts, and you’ll get access to the best resources and local, personalized advice with a global reach. You’ll also find us continuing to work for your trust through collaborative financial decisions.
Understanding Cryptocurrencies
What are they, how do you buy them and what are the investment risks?
Spending during retirement
After decades of building wealth, you finally enter retirement—but now you have to use the savings you’ve carefully built to fund your lifestyle.
Continuing care in Alberta
Thinking about and planning for your continuing care needs, as you grow older, is something that should happen both prior to and during retirement.
Our wealth services
Private Investment Counsel
Whether you’re an individual, holding company, foundation, trust or estate, our investment counselling helps you make confident investing decisions, incorporating local insights with a global reach.
Wealth Planning
Having a tailored 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.
Private Banking
Get the personalized service and banking expertise you need. Work with a private banking advisor plus a team of supporting personal and business wealth specialists—all to deliver the outcome you need.
We never forget that investing is about your life and your goals. If you can’t find the right match in investment services here, get more information on how ATB Wealth services can work for you.
Compass Portfolios—for strategic investment
From slow and steady to aggressive growth, we have custom portfolios for all kinds of investment goals.
Straight-talking advice to help you do more with your wealth
Gifting to Adult Children
Parents often consider providing financial assistance to their adult children during their lifetime, versus through their estate.
Growth vs. Value Investing
Made popular by legendary investors like Warren Buffett, value investing has been out of vogue recently, as investors clamour for growth stocks.
Foreign Currency & Investing
Currency and your investments: How do foreign exchange rates impact my investments?
Get started today—let’s chat.
ATB Wealth experts are ready to listen. Whatever your situation, we can help with all your wealth planning, investment and banking needs.