By end of FY24
For FY22
This is what we aim to achieve by the end of FY'24:
Reach valuation of $750M
Diversify profit streams
Best advisory experience in Canada
Best workplace for principled and purposed advisors
We are bold and unique within our industry. We put our client’s best interest first. We have mutual trust and take ownership in what we collectively do. We know our direction, our role and how we make a difference in our clients lives by being connected to their aspirations. We are principled and passionate and take pride. This is our DNA.
We create client value through deep understanding, anticipating needs, and enabling and accelerated performance empowered by technology.
This is what we will focus on in Fiscal Year 22:
Advice as a product
Client focused reforms
Private banking profitability
Strengthen & diversify product shelf
Advancing towards the future (SCALE)
Enhance segmentation (hire advisors, digital advisor presence, niche market support)
Amplify advisory talent and practices (CFP designations, Money 20, coaching and practice management)
Scale wealth management planning offer (planning templates and PlanIt upgrade)
Monetize wealth transfer offer (estate planning tools)
Formalize advisor compensation policy and framework (commission reporting tool)
Enhance client reporting (statements, AIC)
Advice as a product
Client focused reforms
Private banking profitability
Strengthen & diversify product shelf
Advancing towards the future (SCALE)
Assess new investment product options
Validate new product ecosystem structure and talent
Design new fund management microsite on ATB.com
Modernize transaction infrastructure and processes
Advice as a product
Client focused reforms
Private banking profitability
Strengthen & diversify product shelf
Advancing towards the future (SCALE)
Implement ecosystem focused on policy, process and pricing standardization
Provide embedded support to ensure operational integrity and offer evolution
Explore potential adoption of Salesforce
Advice as a product
Client focused reforms
Private banking profitability
Strengthen & diversify product shelf
Advancing towards the future (SCALE)
Complete technology upgrades and enhancements with new requirements
Implement internal control development and monitoring
Update ATBSI and ATBIM compliance policy and procedure manuals
Refine advisory procedures and compliance oversight procedures
Advice as a product
Client focused reforms
Private banking profitability
Strengthen & diversify product shelf
Advancing towards the future (SCALE)
Create proof of concept for unique client segmentation model.
Full suite of competitive wealth solutions designed in clients’ best interests.
Develop, grow, select and retain top advisory talent in alignment to required attributes and skill sets.
Industry leader in trusted client experience that clients are willing to pay us for.
Create proof of concept for expansionbeyond Alberta.
