ATB Wealth Strategies

ATB Wealth is the comprehensive wealth management arm of ATB Financial, a full-service financial institution and Crown corporation owned by the Province of Alberta. Established to serve the financial needs of Albertans, ATB Wealth offers a holistic approach to managing finances, combining investment management, financial planning, and private banking services. Its mission is to partner with clients to understand their unique goals and build tailored strategies for wealth growth, preservation, and transition. Services range from portfolio management and retirement planning to complex estate and trust services, catering to individuals, families, and business owners.