To help get you on your path to saving and investing, the Compass Portfolio Series can be purchased through one of our authorized distributors below.
ATB Securities Inc - A subsidiary of ATB Financial, ATB Securities Inc. is an IIROC licensed, full service retail brokerage arm of ATB Investor Services.
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Or visit ATB Online Advice to begin building your financial plan.
ATB Investment Management Inc. – Sold through Private Counsel, the high net worth discretionary investment management arm of ATB Investor Services, and subsidiary of ATB Financial.
Qtrade Investor – An IIROC licensed discount (Online) brokerage, providing self service online brokerage services.
For Compass Portfolio Series inquiries call
Toll free: 1-855-386-2282
Available: Mon to Fri, 9am to 5pm (MST)
ATB Investment Management Inc.
21st Floor, 10020 - 100 Street NW
Edmonton, AB T5J 0N3
An advisor can help look after your interests by asking questions, discussing your options with you, and not always saying "Yes." With an advisor you can work out a plan together to realize your dreams, big or small.