PROTECTING YOUR WEALTH:
HOW MUCH TAX ARE YOU PAYING?

The investment and insurance products you hold have varying tax implications, and therefore, varying effects on your income. ATB Investor Services offers tax planning services and advice to help you get the most out of your money.

As you approach retirement age, it’s a good idea to examine the amount of taxes you pay and look for products and strategies that provide tax advantages. For example, certain life insurance products provide tax-sheltered insurance and investment options. Our Tax Advisors can help you identify strategies and solution to reduce your tax bill.

ATB Investor Services offers insurance products and services through a dedicated, mobile team of experienced professionals. To meet with one of our insurance professionals, please contact the ATB Investor Services associate at your nearest ATB Financial branch or call 1-888-ATB-7121.

ATB Investment Management Inc., ATB Securities Inc. (member CIPF), ATB Investment Services Inc., ATB Insurance Advisors Inc. are wholly owned subsidiaries of ATB Financial and are licensed users of the trademark ATB Investor Services. ® ATB Financial is a trade name/registered trademark of Alberta Treasury Branches.