ATB Wealth® Kelowna
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See what’s possible with proven, stable investment strategies, proactive advice and deeply personalized service to help realize your vision of true wealth.
The right expertise to reach your goals.
About Us
ATB Wealth is a specialized division of ATB Financial. We offer guidance and solutions that help you navigate life confidently. With deeply personalized planning and advice that evolves with you as your priorities or the markets change.
Wealth Planning
Having a tailored financial plan that simplifies the complexities of retirement, estate, trust and tax plans offers great peace of mind. Our ATB Wealth advisors help make the most of your wealth now and protect your legacy for the future.
Investing
We never forget that investing is about your unique life and goals. If you can’t find the right match in investment services here, please explore more information on how ATB Wealth services can work for you.
Your Kelowna Advisory Team
Connect with an advisor in Kelowna
Your ATB Wealth Kelowna Office
Investing isn’t just about money, it’s freedom to live how you choose.
At ATB Wealth, we’re proud to support clients in Kelowna as they dream big, navigate changes and make confident moves into the future.
Learn moreATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc., and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.
ATB Wealth experts are ready to listen.
Whether you're a beginner or an experienced investor, we can help.
Email: atbwealth@atb.com