Welcome! We're MaryAnne and Rick.

"Finding good partners is the key to success in anything: in business, in marriage and, especially, in investing." Robert Kiyosaki

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

Recent Posts

How RDSPs are changing lives and creating happiness

We asked our first Registered Disability Savings Plan (RDSP) clients, team member Brian Pynn and his family, to share what an RDSP means for their son Gabe’s future. What are RDSPs? Available to ATB clients starting last fall, the RDSP is a long-term savings plan established by the federal government to...  Continue reading...

Our Philosophy – ATB Investor Services

ATB Investor Services Trust is everything Dear Alberta, We don’t like what’s happened in our industry. Investors are now doubting their investment firms, even the ones who have their best interests at heart. We know investing is about more than just your money. It’s about your life and your future....  Continue reading...

When Holding is the Hardest Part

by Ben Carlson “The easy money has been made” is one of my least favorite sayings about investing. Making money in the markets is never easy. In fact, I would argue that it’s always hard. Convincing yourself to buy during a bear market is hard. Convincing yourself to hold during...  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