CONNECTING YOU TO A
WORLD-CLASS INVESTMENT EXPERIENCE
Sophisticated, accessible solutions designed to help Canadians achieve their goals.
Who we are
No matter where you are in your financial journey, you deserve investment solutions built with you in mind. At ATB Investment Management, our independent thinking gives us the freedom to create portfolios that reflect your goals—helping you dream bigger, face the markets with resilience and build lasting wealth.
Our disciplined, forward-looking approach makes sophisticated solutions accessible to all Canadians, so you can invest with clarity and confidence at every stage of life.
Why choose ATB
Investment Management
Discipline guided by experience
Our Multi-Asset Strategies Team constructs portfolios using a disciplined, fundamentally driven investment approach.
Resilient, diversified investment solutions
We strive to develop strategic investment solutions that can help investors achieve a range of wealth and risk management goals.
Trusted partners for better outcomes
Partnering with independent investment managers strengthens our expertise and expands the solutions we offer to advisors and their client
Private Investment Counsel services
Private Investment Counsel services are offered through ATB Wealth, giving clients access to discretionary portfolio management and dedicated advice. Our independent business model allows for simple yet customizable portfolio solutions, all managed with the same underlying investment philosophy.
Purpose-built portfolios for investors like you
Whether you're looking for steady income, growth potential or long-term balance, our funds are built to match your goals.
Compass Portfolios
A suite of multi-asset portfolios designed to meet a range of risk profiles and life stages.
Explore Compass PortfoliosATBIS Pools
Single-asset class mandates designed for flexibility and available through select platforms.
Explore ATBIS PoolsATB Monthly Income Portfolio
A diversified, single-ticket solution designed to support your income needs.
Explore ATB Monthly Income PortfolioInvestor education
What is a mutual fund?
A mutual fund pools money from many investors to invest in a diversified portfolio of securities like stocks, bonds or other assets. Our mutual funds are professionally managed, offering you:
- Diversification: Spreading risk across a range of assets
- Professional oversight: Access to experienced fund managers
- Accessibility: Entry points for a range of investor types
Understanding risk tolerance
Risk tolerance is your ability and willingness to endure market ups and downs. It depends on your:
- Financial goals: Long-term growth, income needs, capital preservation
- Investment time horizon: How long you plan to stay invested
- Comfort level with volatility: How you react to market fluctuations
Why diversification matters
Understanding how different types of investments behave, and how they work together, is key to building a resilient portfolio. We emphasize strategic asset allocation to:
- Balance risk and return over time
- Reduce overexposure to a single asset class
- Align with your long-term financial goals
Active vs. passive investing
There are many ways to invest, but the goal is always the same: achieving your financial objectives.
- Active management involves research and decision-making to outperform benchmarks.
- Passive management tracks an index and aims to deliver market returns at lower cost.
Managing investment costs
Investment costs can impact your long-term returns. We are committed to:
- Managing fund expenses
- Carefully selecting sub-advisors who deliver value
- Helping you keep more of what you earn
Insights
Explore our latest market commentary and thought leadership.
Connect with our team
We’re here to support you and your clients with resources, solutions and insights tailored to your business.