Navigate Up
Sign In

Investment Management

MANAGE your financial needs, right here

Your Alberta Private Client wealth planning team is here to grow, manage and protect your wealth so that it can be transferred to the next generation. Using a holistic approach, we go beyond the basics of financial planning, carefully considering all aspects of your lifestyle and retirement goals. Working one-on-one with you, your private client advisor will listen closely, evaluate your portfolio and identify your needs.

The Private Client Wealth Specialist

Estate planning, wealth transfer, philanthropic planning, succession... our Wealth Specialists have the knowledge and experience to help you understand your wealth challenges and navigate the solutions.

Learn more about the Wealth Specialist​

In partnership with financial advisors and investment counsellors from ATB Investor Services, we’ll apply our proven philosophies and process to work with you to develop an investment plan you’re comfortable with, so you can relax and enjoy the life you’ve created for yourself and your family.

With Alberta Private Client and ATB Investor Services, you’ll receive:

  • Development of a personalized investment plan.
  • Premium advice, knowledge, planning and attention to detail from your investment team.
  • A pricing philosophy with no 'front load' commissions or redemption fees.
  • A self-directed, registered plan that can hold cash, stocks, bonds and any eligible mutual fund, at a low annual fee.
  • Investment advice from Albertans who share your values, concerns and ways of thinking about money. 
  • Access to the world's best investment opportunities and top investment managers, including those not usually available to individual investors.
  • If you have your own financial advisors, we will work with them to ensure your plan is comprehensive and fits your current and future needs. After all, your team and our team have the same goal in mind: your happiness and success.

To learn more about these solutions and how they fit into your personal wealth management strategy, talk to an Alberta Private Client Advisor.

​​​​​​​​Investment transactions for Alberta Private Client are provided through ATB Securities Inc. (*ATBSI*; Member of the Canadian Investment Protection Fund and Investment Industry Regulatory Organization of Canada) and ATB Investment Management (*ATBIM*). ATBSI and ATBIM are wholly owned subsidiaries of ATB Financial and licensed users of the trademark ATB Investor Services.​​​​