Personal Advice

Browse our library of smart, simple and helpful resources to help you navigate the world of money with confidence.

  • Is your emergency fund enough for the unexpected?

    Is your emergency fund enough for the unexpected?

    Albertans cannot control the unexpected, but you can prepare for it with an emergency fund. Find out why you need an emergency fund and how much you should have saved with our Emergency Savings Calc

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  • What financial advisors do for you

    What financial advisors do for you

    Your world is busy, and getting financial advice can help take the worry away. This is when working with a financial advisor can get your money working for you.

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  • Growth versus value investing

    Growth versus value investing

    Value versus growth investing explained.

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  • Taxes for Canadians at the time of death

    Taxes for Canadians at the time of death

    Learn about some common tax considerations at the time of your death, as a first step to planning for them during life.

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  • Tax considerations for rental and investment properties

    Tax considerations for rental and investment properties

    Do you own are are you considering the purchase of a rental property? Learn about some common tax considerations for rental and investment properties.

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  • Investing in rental properties

    Investing in rental properties

    Key principles investors should consider for existing or potential direct real estate investments in rental properties.

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  • Principal residence exemption

    Principal residence exemption

    Learn how the principal residence exemption may be used to reduce or eliminate the capital gains tax on the sale of real estate.

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  • Don't fear volatility

    Don't fear volatility

    Learn the difference between risk and volatility.

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  • How is Lifestyle Inflation impacting your wealth?

    How is Lifestyle Inflation impacting your wealth?

    How is lifestyle inflation impacting your wealth? When not managed, lifestyle inflation, also known as lifestyle creep, can limit your ability to build wealth.

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  • Fiver Parties: the latest birthday trend

    Fiver Parties: the latest birthday trend

    ATB loves fiver birthday parties.This new birthday party format for kids is the solution to every parent’s party stress and financial strain.

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  • How would you rate your relationship with your finances?

    How would you rate your relationship with your finances?

    Tips for finding your financial happily-ever-after. Including being confident about investing, willing to take risks, and working with a financial advisor.

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  • The importance of teaching your kids about money

    The importance of teaching your kids about money

    Tips for talking to your kids about money, including how to save it and its many uses, can create financial literacy at a young age.

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  • How professional financial advice can make your dream a dream-come-true

    How professional financial advice can make your dream a dream-come-true

    Kari’s dream and financial goal of retiring in Costa Rica is becoming a reality, thanks to some expert investing advice.

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  • Five ways to create a super-secure password | ATB Financial1:31

    Five ways to create a super-secure password | ATB Financial

    A simple change can take your password from hackable in 7 hours, to 189 million years! Here are five easy password tricks to keep your online accounts secure. Subscribe to ATB Financial chan

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  • Fat finger dialling scam: how it works and what to do  |  ATB Financial1:01

    Fat finger dialling scam: how it works and what to do | ATB Financial

    This sneaky scam can be tough to spot until it’s too late. Learn the warning signs to stay in control of your personal information. Subscribe to ATB Financial channel https://www.youtube.c

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  • How to build good credit and avoid fraud

    How to build good credit and avoid fraud

    What you need to know about your Mastercard.

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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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  • 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 (TFSA) and how you can use it to meet your financial goals.

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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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