True entrepreneurial success isn’t just about the health of your business—it’s also about building your own wealth and ensuring your personal financial well-being. Let’s dive into why this is vital and how you can start prioritizing your financial future with ATB Wealth.
1. Holistic wealth planning:
ATB Wealth offers comprehensive services that go beyond just business finances. They can help with crucial financial aspects like retirement planning, estate planning, and tax planning. This means creating a roadmap for your personal finances to ensure you are saving enough, minimizing taxes, and leaving a legacy, all while still being able to invest in your business.
2. Separating personal & business finances:
This crucial step is creating security between your personal and business finances. ATB Wealth provides guidance on protecting your personal cash flow and credit, investing independently of your business, and setting up the appropriate accounts to effectively save for your personal goals.
3. Comprehensive financial support:
ATB Wealth provides guidance and solutions that span every stage of life. This includes assisting with important family-focused
goals like setting up Registered Education Savings Plans (RESPs) to fund children’s post-secondary education and utilizing First Home Savings Accounts (FHSAs) for future homeownership. Critically, they also help entrepreneurs plan for and fund their retirement, ensuring their years of hard work translate into a secure and comfortable future, regardless of their business’s trajectory.
Your personal financial security and planning for the future can feel less overwhelming when you’re supported by a financial advisor. Working with ATB Wealth can give you the peace of mind that you’ll have financial security as a current business owner, and well after you’ve retired.
ATB 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.
