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“It’s a matter of having the separation between your money, which represents your freedom and future happiness, and your emotions about these things. It is very hard to untie your own feelings from your money. This is why wealthy people pay a financial advisor to create this separation." –Josh Brown, CEO of Ritholtz Wealth Management

Sharing ideas and knowledge that you can use to look after the things that are most important.

Recent Posts

Alberta Provincial Budget 2017 – Tax Highlights

Alberta Provincial Budget 2017 – Tax Highlights The Minister of Finance, Joe Ceci, presented the 2017-2018 Alberta budget on Thursday, March 16. The budget projects a deficit of $10.3 billion for 2017, including a risk adjustment factor of $0.5 billion. Economic growth is estimated to be 2.6% for the year...  Continue reading...

2017 Federal Budget – Tax Highlights

2017 Federal Budget – Tax Highlights The Minister of Finance, Bill Morneau, presented the 2017-2018 federal budget on Wednesday, March 22. Leading up to the budget, there was speculation that the capital gains inclusion rate might be increased. Investors will be pleased to learn that the budget contained no such...  Continue reading...

ATB Investment Management’s Compass portfolios earn four Fundata FundGrade™A+ awards

EDMONTON, Feb. 9, 2017 /CNW/ – For the second year in a row, ATB Investment Management has claimed at least four of Fundata’s annual FundGrade™A+ awards, which are presented to investment funds that have consistently achieved superior performance in their CIFSC category over the year. ATB’s Compass Balanced Growth, Balanced,...  Continue reading...

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ATB Investment Management Inc. and ATB Securities Inc. (Member – Canadian Investor Protection Fund, Member - Investment Industry Regulatory Organization of Canada) are wholly owned subsidiaries of ATB Financial and are licensed users of the trademark ATB Investor Services. Disclosure