ATB’s Financial Toolkit

What's inside >

This toolkit is designed to support every part of your financial life:

  1   The credit and debit guide

This is a practical roadmap for managing your day-to-day spending power while strategically building the borrowing reputation needed to fund your future (that is your credit score).

Read Chapter 1

  2   The investing and wealth guide

A strategic blueprint for growing your money, helping you navigate market complexities and leverage the power of compound interest to transform today’s savings into long-term financial independence.

Read Chapter 2

  3   The financial resilience kit

Life happens. This kit ensures a rainy day doesn't lead to a flood.

Read Chapter 3

  4   Cash flow and goal setting

You can't manage what you don't track. This is the "pulse" of your toolkit. This section provides practical options depending on how you prefer to plan.

Read Chapter 4
About ATB Financial

Powering possibilities for our clients, communities, and beyond is what drives us at ATB Financial. As a leading Alberta-based financial institution with over $100 billion in total assets and assets under management, our success comes from more than 5,000 team members who deliver exceptional experiences to over 843,000 clients across our Personal and Business Banking, ATB Wealth Management, and ATB Capital Markets businesses. ATB Financial provides expert advice and services through our extensive branch network and agencies, our 24-hour Client Care Centre, four entrepreneur centers, and our digital banking options. ATB Financial is bronze certified as part of the Partnership Accreditation in Indigenous Relations commissioned by the Canadian Council for Indigenous Business. More information about ATB can be found at atb.com


General Disclosure


This report is intended for general information and educational purposes only and should not be considered specific legal, financial, tax or other professional advice or recommendations. Information presented is believed to be reliable and up-to-date but it is not guaranteed to be accurate or a complete analysis of the subjects discussed. All expressions of opinion reflect the judgement of the authors as of the date of publication and are subject to change. The actual outcome may be materially different. ATB Financial and any of its affiliates are not liable for any errors or omissions in the information, analysis or views contained in this report, or for any loss or damage suffered. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by ATB Financial or any of its affiliates and related entities.

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