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Wealth management and private banking


Define your goals—and then reach them.

ATB Wealth delivers exceptional wealth planning and management services for Albertans, Alberta businesses and institutions.

As your life changes, or you grow your business, your finances become more complex. That can make it harder to make timely, smart, confident decisions.

With ATB Wealth, you will work closely with a dedicated ATB Wealth advisor who shares your financial philosophy and has experience navigating the issues that come with wealth. Your advisor works with other experienced specialists to build your suite of financial services.

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Private Banking

Get exclusive accounts, pricing, borrowing, limits and services tailored for you and your family.
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Investing

Design and manage a plan that feels right—and delivers real financial results and peace of mind.

Insurance

Protect your family with a full range of insurance products.

Wealth Planning

Ensure your estate, trust and tax plans reflect your vision for the future.

Institutional Portfolio Management

Strengthen your organization’s future with sound investment advice.

Group Wealth Services

Attract and keep great employees by offering financial wellness benefits.

Just starting out? Create your plan online.


With ATB Prosper, you can build a customized, low-fee mutual fund plan with live support from real, Alberta-based investment professionals.