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Recent Posts

2017 tax planning and important dates

It’s hard to believe that 2017 is drawing to a close. It’s gone by so quickly!  With that in mind, it’s time to turn our attention toward tax season. CLICK HERE to review the 2017 year-end tax planning and important dates notice. This document details important tax strategies, changes and year-end...  Continue reading...

Lipper Fund Award Win

ATB Investment Management Inc. has received a Thomson Reuters Lipper Fund Award for the Compass Conservative Balanced Sr A fund, in the category of Canadian Fixed Income Balanced for three, five and 10 years… Read more  Continue reading...

Q3 Portfolio Manager’s Commentary 2017

Portfolio Manager’s Commentary by Gene Hochachka is available for the third quarter of 2017. Much is similar to the prior two quarters of the year, a relative calm tenor in the economic and financial environment, amid a backdrop of political drama. Portfolio Manager’s Commentary Q3 2017  Continue reading...

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