Connecting you to a world-class experience

Sophisticated, accessible solutions designed to help Canadians achieve their goals.

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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. 

Learn about our Private Investment Counsel services ->

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 Portfolios

ATBIS Pools

Single-asset class mandates designed for flexibility and available through select platforms.

Explore ATBIS Pools

ATB Monthly Income Portfolio

A diversified, single-ticket solution designed to support your income needs.

Explore ATB Monthly Income Portfolio

Investor 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
Mutual funds can help simplify the investment process while aligning with your personal risk profile and goals.

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
We offer portfolios across the risk spectrum, from conservative to growth-focused, so you can invest with confidence.

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
Diversification helps smooth out performance during market volatility by spreading your investments across different regions, sectors, and asset types.

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.
We use a deliberate mix of both strategies to enhance diversification, manage costs, and deliver consistent outcomes.

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
Even small differences in fees can compound significantly over time, making cost efficiency a key factor in portfolio design.

Insights 

Explore our latest market commentary and thought leadership.

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The benefits of managed money

Discover how a managed money strategy brings institutional expertise and discipline to your long-term wealth planning.

Read article
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Finding resilience in a changing market

ATB Compass Portfolios are built to protect when it matters most, shielding capital for steady, long-term growth.

Learn more
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Navigating volatility

Market noise makes every dip feel like a crisis. Learn to stay disciplined and turn volatility into long-term growth.

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Connect with our team

We’re here to support you and your clients with resources, solutions and insights tailored to your business.

® ATB Investment Management is a registered trademark of ATB Financial.