Personal Advice

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

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

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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 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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  • ATB | How do TFSAs and RRSPs work?2:32

    ATB | How do TFSAs and RRSPs work?

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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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  • 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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  • It pays to start investing early [infographic]

    It pays to start investing early [infographic]

    The amount of time you hold an investment is key. Even small contributions can get you on your way, especially if you start early.

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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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  • 5 tips to help you take charge of your holiday spending

    5 tips to help you take charge of your holiday spending

    The holiday season can lead to dangerous overspending. Read these 5 tips to help you curve that spending, so you can enjoy the season without racking up debt.

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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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  • 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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  • 10 Things you can do to improve your financial wellness

    10 Things you can do to improve your financial wellness

    Here are 10 things you can do right now to help improve your financial wellness.

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  • Do I need a lawyer to buy a house in Alberta?

    Do I need a lawyer to buy a house in Alberta?

    The role of a lawyer in the home buying process is important. Find out why.

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