Two architects working on small model of a home.
Services

Group investment and banking benefits


You don’t have to be big to offer big benefits.

Attract and keep great employees by offering financial wellness benefits, including exclusive rates and savings for investing and everyday banking.

Attracting and keeping great employees can be a constant challenge–one that often takes more than the offer of a steady paycheque. While standard health, dental and vision care benefits go a long way, taking care of your employees’ long-term financial wellness is a powerful way to increase productivity and loyalty and build your reputation as a great employer.

Happy employees create more rewarding customer experiences.

By helping employees reach their long-term saving and retirement goals, and save on their everyday banking, you can reduce financial stresses that may impact their productivity.

No matter your size, you can offer current and future employees value at a cost that you control.

Two great ways to show you care.

With a Group Wealth Services package, you can help your employees save money and build their wealth.

Primary offer:


Group Investment Plan will let you offer your employees group RRSP, TFSA or non-registered plans and give you the opportunity to match their contributions.

Added value:


Group Banking Benefits are a way to offer your employees discounts on everyday banking and lending products–at no cost to you.

Your employees receive:

  • Advice and flexibility to tailor their plans to their needs.
  • Retirement and savings plans that grow automatically through payroll deductions that you have the option to match.
  • Savings on everyday banking through employee perks, discounts and incentives.

As an employer, you’ll receive:

  • The ability to offer employees group financial benefits at zero cost to you (unless you choose to match their contributions).
  • The dedicated support of ATB Group Financial representatives to help you set up and manage a program that meets your organization’s needs.
  • A powerful tool to help attract and retain top talent and deepen employee loyalty.

Our promise to you:

When you enrol in a Group Wealth Services plan from ATB Financial, you’ll receive a complete financial wellness program including advice and solutions to take care of your employees’ investing and financial needs.

Let’s customize a plan that’s affordable, accessible and full of value.