PRIVATE INVESTMENT COUNSEL

Exclusive wealth management service for high net-worth and ultra high net-worth individuals.

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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.

ATBIM-PIC-Travis Higgins
Travis Higgins

CFP, CFA

Investment Counselor

Curtis Huska
Curtis Huska

CFA, CIM®, CFP

Investment Counselor

Ralph Jaglal
Ralph Jaglal

CFP, MBA, CFA, CIM®, FCSI®

Investment Counselor

Alexander Jones
Alexander Jones

CFA

Investment Counselor

Roger Lydiatt
Roger Lydiatt

CFA, CFP

Investment Counselor

Jason Maniotakis
Jason Maniotakis

CFA, CFP

Investment Counselor

 

Thang Phung
Thang Phung

CIM®

Investment Counselor

Tyler Simms
Tyler Simms

CFA, CFP

Investment Counselor

Ken Soderquist
Ken Soderquist

CFA, CFP, CIM®, DMS, FCSI®

Investment Counselor

Daniel Spencer
Daniel Spencer

CFA, CFP

Investment Counselor

Featured insights

Get the latest insights and reviews from the Private Investment Counsel team.

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Longevity pessimism and inflation

Our PIC team discusses the impact of these two under-appreciated risks to financial planning.

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Markets, investing and what matters most

The PIC team recaps Q1, 2024 and our fund performance, as well as shares insights into bonds.

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Timeless insights from the previous market cycle

Our insights from this latest market cycle.

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Markets, investing and what matters most: Quarter in review Q4, 2023

Read our PIC team's Q4 recap.

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Investing is a journey

Just like a cross-country trip, a long-term approach to investing involves navigating through various market cycles, economic shifts, and unforeseen challenges.

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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.

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Cultivating health and wealth

The link between creating healthy habits and building wealth.

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The intelligent donation

A donor advised fund (DAF) may be a good option for high net worth individuals seeking to create a legacy.

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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.

Managing media influence

Media coverage often causes concern. How should we react?

Markets, investing and what matters most

The PIC team recaps Q1, 2023.

Markets, investing and what matters most

The PIC team recaps market performance in 2022.

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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