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Business Partners

Strong partnerships make everyone stronger.

ATB Investor Services

ATB Investor Services was built on the principle that we must always help our clients achieve their dreams.

A key part of living up to that principle is taking the time to understand you and what you want your life to be like in the future. Once we understand your goals, we can help apply proven philosophies to give you the greatest chance of achieving the returns you need while managing the risk.

Achieving financial success starts with having realistic expectations. We will help manage your emotions when times are tough and your greed when all is well. ATB Investor Services is the most innovative firm in Canada—we are always looking for new ideas but will never be pulled into fads and hype just because it is the “flavor of the day.”

Rather than make the world more complex, our goal is to sort through the clutter and make investing easier to understand so you can focus on the things that really matter.

ATB Business

Imagine a financial partner dedicated to helping you unleash your business' potential.

At ATB, our business experts share your entrepreneurial spirit and are passionate about finding the best solutions to help your business succeed.

We take the time to get to know you and your business, and because we live and work in Alberta, we understand your market and opportunities. Working with you, we draw on our wide range of products and services to deliver solutions that are tailored to your needs and designed to help you achieve your goals.

 

ATB Corporate Financial Services

Delivering highly responsive financial services to business clients in Alberta’s mid- and senior-markets.

At ATB Corporate Financial Services, our value is demonstrated in three ways: dedicated service, industry expertise, and local market advantage.

With dedicated service, each of our clients has a dedicated Relationship Management team that knows their business and provides a single point of contact for all business financial requirements. We pride ourselves on employee retention and development, and so you can expect to have continuity with the people in which you have built a relationship.

To better support our customers, our industry expertise is specialized in four distinct units: energy, real estate, food and forestry, and diversified. Through their focus on these specialties, our Relationship Management Teams have developed a wealth of understanding about their industry—knowledge which, in turn, benefits our clients.

And finally, of course, we are Albertans serving the Alberta market. Being a local provider, our credit decisions are made here in Alberta, which results in responses that are in tune with our local market, in a timely manner.

We are where you are. And we’re here to support you.​​

ATB Financial Markets Group

​The Financial Markets Group works with individuals and businesses to manage market risk and capitalize on opportunities, recommending products and strategies that respond to your specific needs.

Whether you're looking to secure price certainty on future purchases or leverage swings in foreign exchange rates, our local experts engage a global network of partners to create effective, customized solutions. Alberta Private Client and ATB Financial Markets Group will help you reach your personal and business goals - all at competative market rates.

Cidel Trust Company​

Alberta Private Client has partnered with Cidel Trust Company to provide extended service to meet your estate and trust needs. Located in Calgary, Cidel Trust is privately owned and was licensed in Alberta in 2006 as a non-deposit taking trust company. Founded in 1998, the umbrella Cidel Financial Group of companies has a strategic network of operations in Canada (Toronto and Calgary), Barbados, Bermuda and South Africa.​​​​​​​​​​​​