PARTNERING WITH ADVISORS TO DELIVER CLIENT SUCCESS
Explore our resources and solutions designed to support your clients and your business, every step of the way.
Explore our solutions
A partner that puts you and your clients first
At ATB Investment Management, we work with Canadian advisors to deliver flexible solutions that meet diverse client needs—from young families to retirees and business owners.
With over 20 years of experience and $25 billion in assets under management1, our independent approach gives us the freedom to select external managers we believe are the best at what they do. These partnerships complement the expertise of our in-house Multi-Asset Strategies Team, who optimize portfolios to keep clients on track toward their goals.
How we support you and your business
Partner with us for a powerful combination of sophisticated solutions and an investment management team with global expertise to support you and your business.
Flexible investment solutions
We offer a range of investment options—including Compass Portfolios, ATBIS Pools and the ATB Monthly Income Portfolio—designed to support a broad spectrum of client needs, risk profiles and goals.
Unbiased portfolio construction
We take an unbiased approach to portfolio construction—selecting sub-advisors for expertise, not affiliations—to deliver solutions grounded in objectivity, diversification, and discipline.
Dedicated team to help grow your business
With a responsive service team that understands both the advisor experience and practice management, we empower your business and partner with you to deliver seamless client support.
Our investment solutions
Whether your clients are just starting out or seeking more sophisticated solutions, our offerings provide a disciplined, actively managed approach across multiple market cycles. Our toolkit includes:
- Compass Portfolios: One-stop, diversified, multi-manager solutions that simplify and streamline investment journeys
- ATBIS Pools: Single-asset class strategies that help dial targeted exposures up or down, depending on your goals
- ATB Monthly Income Portfolio *NEW*: A diversified, single-ticket solution designed to support your income needs
Resources for you and your clients
Access the latest fund facts, prospectuses, performance data and more, all in one place.
View investor informationOur investment approach
Freedom to focus on what matters
We take a deliberate approach to portfolio construction—balancing strategic asset allocation with active and passive mandates. Our sub-advised model is guided by long-term capital market assumptions, not short-term speculation and overseen by CFA charterholders.
The following core beliefs guide how we build and manage portfolios:
- Begin with an effective asset mix.
- Succeed by managing risk through diversification–protecting investors from the downside while cultivating room to grow.
- Thrive on our strong partnerships with select, specialized investment managers.
- Gain from our commitment to managing costs to maximize investor returns.
- Reflect the discipline, simplicity and clarity that’s in everything we do.
Built by experience, guided by discipline
Our in-house Multi-Asset Strategies Team brings decades of experience in multi-asset investing. With a focus on risk-adjusted outcomes, they construct portfolios that reflect our disciplined, long-term approach.
Meet the team
Deep expertise and diverse perspectives
We partner with select sub-advisors who bring specialized expertise to each mandate, helping us build portfolios that reflect our core investment principles: simplicity, clarity and discipline.
Our selection process is rooted in institutional best practices and ongoing oversight.
Learn how we select our sub-advisors
Important resources for advisors:
Important documents to understand our funds.
ATB Funds 2025 Distributions
Read articleCompass Series Semi-Annual Report 2025
Read articleATBIS Pools Semi-Annual Report 2025
Read articleInsights
Expand your investment knowledge with the latest key insights from the experts at ATB Investment Management.
Emerging Markets: The new global engine
Explore the pillars of growth that make strategic allocation to these high-velocity regions a modern necessity.
Read Article
January 2026 market and economic commentary
Economic, market, and fund commentary from the ATBIM Multi-Asset Strategies team.
Read the article
ATBIM Funds receive FundGrade A+ awards
Compass Portfolios awarded again for consistent & outstanding risk-adjusted performance
Read articleOur Investment Partners
We combine deep local insight, specialized in-house expertise and diverse perspectives from respected external sub-advisors to build portfolios that are grounded in deep research, a risk-aware investment culture and transparent decision-making.
Sub-advisors for the
ATB Funds
Canso Investment Counsel Ltd.
Privately held money manager specializing in corporate bonds
Cardinal Capital Management, Inc.
Investment decisions guided by 12 cardinal rules
Cidel Asset Management Inc.
A focus on core quality and the sustained cash flows of companies
Driehaus Capital Management
Active manager of growth equity and liquid alternative strategies across various global markets
Fiera Capital Corporation
Independent asset management firm delivering active equity, fixed income, and private markets solutions globally.
Foyston, Gordon & Payne Inc.
Canadian firm with a disciplined, value-oriented approach to equity and fixed income
Sub-advisors for the
ATB Funds
Goldman Sachs Asset Management
Global asset manager with integrated offerings across equity solutions.
Mawer Investment Management Ltd.
Wealth creating companies trading at a discount to their intrinsic values
Picton Mahoney Asset Management
Small Cap Canadian companies with above average growth potential
RS Investments
A Victory Capital Management franchise
Diversified firm using a multi-boutique model for specialized investment strategies
Investment managers and mortgage partner
Blackrock Investment Management Canada Ltd.
A leader in managing index funds and exchange traded funds
BMO Global Asset Management
An asset manager with global reach, and a leader in exchange traded funds
CMLS Financial Ltd.
Commercial mortgage portfolios for private and institutional investors
Connect with our team
We’re here to support you and your clients with resources, solutions and insights tailored to your business.
1As of September 30, 2025.