World-class financial services for Albertans, by Albertans.
ATB Securities Inc.1
ATBSI is an investment brokerage dedicated to ATB Wealth clients. ATBSI2 is a wholly owned subsidiary of ATB Financial and a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
Your ATBSI team digs in to understand you and learn your investment goals, risk tolerance and timelines. Every account decision, even if recommended by your advisor, must be pre-approved by you. You are always in full control.
ATB Securities Inc. offers:
- GICs and other money-market products, such as high-interest savings accounts.
- Fixed income solutions, such as government and corporate bonds.
- Access to individual equities on the North American stock exchanges.
- A wide range of mutual fund opportunities.
- And more.
ATB Investment Management Inc.1
Investing in today’s world has become increasingly and unnecessarily complicated. Through the Compass Portfolio Series, ATB Investment Management delivers an elegant one-stop-shop investment solution.
Our investment approach
Managing your money responsibly is our top priority. As portfolio managers, we actively manage each portfolio using our multi-asset-class approach, selecting sub-advisors who are specialists in each of their areas and building custom investment portfolios that are right for you.
ATB Insurance Advisors Inc.1
Insurance is crucial for your financial plan, and our Insurance Advisors are dedicated to protecting you, your family and your lifestyle. Our advisors provide peace of mind through comprehensive life, disability and critical illness insurance.
1 ATB Investment Management Inc, ATB Securities Inc. and ATB Insurance Advisors Inc. are wholly owned subsidiaries of ATB Financial and operate under the trade name ATB Wealth. ATBIM and ATBSI are licensed users of the registered trademarks for ATB Wealth and the Compass Portfolio Series.
2 Any securities traded through ATBSI are not deposit instruments guaranteed or insured in whole or in part by the Province of Alberta, the Canada Deposit Insurance Corporation (CDIC), any other government deposit insurer or agency, ATB Financial, or ATBSI. The value of and the investment return on any securities traded through ATBSI are subject to market fluctuation. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Unit values of mutual funds will fluctuate, and past performance may not be repeated. Read the fund offering documents before investing. ATBSI is a member of the Canadian Investor Protection Fund (CIPF) and Investment Industry Regulatory Organization of Canada (IIROC). Customers’ accounts are protected for losses within specified limits that result from the insolvency of a CIPF member. CIPF does not cover customers’ losses that result from other causes, such as changing market values of securities, unsuitable investments, or the default of an issuer of securities. An explanatory brochure describing the nature and limits of coverage is available on request.