PRIVATE INVESTMENT COUNSEL
Exclusive wealth management service for high net-worth and ultra high net-worth individuals.
Learn about us
Find out how our team's approach can help you meet your investment goals.
Holistic Wealth Management
When searching for knowledgeable investment expertise to manage your money, you have many options available. At ATB Investment Management, we recognize that every investor has unique needs. Our approach prioritizes our clients and begins with an open discussion about your goals and the most suitable methods to achieve them. This approach leads to a diverse selection of managed investment solutions that align with your preferences and desired outcomes. We believe this approach distinguishes us from others, we would be delighted to work with you and your family.
Aligned with you, for you
Our Private Investment Counsel team (PIC) takes into account your financial objectives for the short, medium, and long term to create a personalized investment management plan for you. Our Investment Counselors use a comprehensive approach that focuses on your goals to offer you targeted advice and effective solutions.
Committed to you
By starting with your goals, we work with you to build a managed portfolio using strategies that align with your time horizon and risk tolerance. Your interests always go first and we are 100% committed to that.
In addition, we adhere to the high fiduciary standards in the industry and are subjected to regulation by provincial securities commissions as well as other federal legislation and regulation.
Private Investment Counselor team
Our team is made up of individuals who have an exceptional understanding of the economy and markets, and offer clients targeted advice and effective solutions to reach financial and investment goals.
Featured insights
Get the latest insights and reviews from the Private Investment Counsel team.
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Markets, investing and what matters most: Quarter in review Q3, 2023
The Private Investment Counsel team provides a recap of the third quarter of the year.
Cultivating health and wealth
The link between creating healthy habits and building wealth.
Markets, investing and what matters most: Quarter in review Q2, 2023
The Private Investment Counsel team provides a recap of the second quarter of the year.
Markets, investing and what matters most
The PIC team recaps market performance in 2022.
The intelligent donation
A donor advised fund (DAF) may be a good option for high net worth individuals seeking to create a legacy.
Useful resources
The ATBIM new client package provides you with required regulatory information, details about the role of your custodian and helps you to understand our relationship with you.
Connect with our experts
Our team at ATB Investment Management can help you see what is possible for your wealth management and your legacy.
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