Investing and Saving

Helping you to navigate the complexities of the investment industry through smart, simple and helpful content.

  • Does market timing work?

    Does market timing work?

    Our best investing advice—because no one can perfectly time the markets.

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  • Enter to win a monthly prize of $500 towards your saving goal!

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  • Investment decisions—top-down or bottom-up?

    Investment decisions—top-down or bottom-up?

    Investment analysis is often classified as using either a top-down or bottom-up perspective.

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  • Retirement Savings—top tips to feel on-plan for a good retirement

    Retirement Savings—top tips to feel on-plan for a good retirement

    You’ve got the retirement savings goals, we’ve got the advice to get you there. Here are a few of our top tips to get you retirement-ready.

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  • ATB Savings Calculator

    ATB Savings Calculator

    Choose one of eight savings paths and enter a few details to find out how much you need to save to reach your goal.

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  • How to set goals and (actually) achieve them

    How to set goals and (actually) achieve them

    We’ll guide you through how to set SMART goals for your investments and your everyday.

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  • Successful investing made simple

    Successful investing made simple

    Ensuring your money is managed responsibly, helps new investors feel less intimidated, especially during turbulent times.

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  • Coming to a mailbox near you: annual reports

    Coming to a mailbox near you: annual reports

    Your annual fee and performance report provides a transparent view into your investment accounts and a great opportunity to connect with your advisor.

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  • What is a TFSA and how should I use it?

    What is a TFSA and how should I use it?

    Learn the basics of a Tax-Free Savings Account and how you can use it to meet your financial goals.

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  • Create a successful investment plan

    Create a successful investment plan

    Whether you’re saving for retirement, a down payment on a home, or a major purchase, creating a realistic savings plan will ensure you reach your financial goals.

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  • Earning investment income in a corporation

    Earning investment income in a corporation

    It’s fairly common for clients to hold a portion of their investment portfolio in a corporation.

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  • ATB Video Retirement Calculator

    ATB Video Retirement Calculator

    In less than a minute, our video retirement calculator can let you know if you’re on track for your retirement goals or if adjustments are needed.

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  • The ATB Prosper Dashboard app has a lot to offer; read Brooke's review

    The ATB Prosper Dashboard app has a lot to offer; read Brooke's review

    Having the ATB Prosper Dashboard app makes it simple to check progress, edit goals and contribute.

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  • How to save money for your goals

    How to save money for your goals

    Learn how you can save, pay down debt, and live a little (trust us, it’s possible).

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  • Distributions 101

    Distributions 101

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  • A year in review: 3 questions to ask yourself about your investments

    A year in review: 3 questions to ask yourself about your investments

    A lot can change in a year. Here are some tips to help align your investment plan with your ever-changing life.

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  • How small changes lead to big investment outcomes

    How small changes lead to big investment outcomes

    Removing the option for poor judgement allows us to focus on our intended long term plan.

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  • Automate your savings and compound your financial wellbeing

    Automate your savings and compound your financial wellbeing

    Automation can take the guesswork out of investing.

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  • Tax and investment planning tips for 2018 year end

    Tax and investment planning tips for 2018 year end

    With 2018 soon coming to a close, it’s time to start thinking about year-end tax and investment planning. Outlined here are three planning opportunities that you may wish to consider this December.

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  • RRSP and TFSA information for 2019

    RRSP and TFSA information for 2019

    The beginning of a new year is often the time that individuals consider making contributions to their Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA)

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  • Financial Literacy month summary

    Financial Literacy month summary

    November is financial literacy month. Find a list and summary of resources that can help you build financial literacy, achieve and retain financial wellness.

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