Investing and Saving

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

  • How to find your ATB Prosper tax documents

    How to find your ATB Prosper tax documents

    A step by step guide to finding your ATB Prosper tax documents

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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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  • Get an RRSP started with ATB Prosper in less than 5 minutes.

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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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  • Combining RRSPs and TFSAs to maximize retirement savings

    Combining RRSPs and TFSAs to maximize retirement savings

    Both a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA) can and should be used when investing for retirement savings.

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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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  • Helping you with year end RRIF planning

    Helping you with year end RRIF planning

    A Registered Retirement Savings Plan (RRSP) must mature by December 31 of the year you turn 71. Transferring your RRSP to a RRIF is one of the options available for establishing a retirement income st

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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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  • RESPs—what is the Accumulated Income Payment (AIP)?

    RESPs—what is the Accumulated Income Payment (AIP)?

    Learn the implications of withdrawing earned income from an RESP if a beneficiary doesn’t attend school or finishes without using all the money.

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