The importance of planning early and often – ATB Wealth

Remember the original vision boards? The ones we made as teenagers, sprawled on the floor, wildly cutting out pictures from old magazines of dreamy sports cars, celebrity crushes, and maybe a slightly over-the-top college dorm room?

Well, while your current version may not involve sticky glue and vintage clippings, the idea of a vision board is just as relevant today. Now that we’re into December, financial well-being is on a lot of people’s minds and having a vision (or vision board if you still like something tangible) for 2026 can provide direction, inspiration and accountability. It can also take the shape of a financial plan, which brings together your vision and goals in one document with realistic steps built in to achieve them.

The team at ATB Wealth can help you build a personalized, dynamic plan that ensures your business’s growth, personal wealth, and ultimate vision are all aligned and supported. In this article, ATB Wealth explains why your plan is a living document that should always reflect your vision, even as it evolves.

Don’t wait until the new year to start your vision board. Connect with an ATB Wealth advisor to help bring your 2026 goals to life.

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.

Recent Posts

Created to honour and celebrate the achievements of inspirational members of the Kelowna business community, the RISE Awards culminates with an awards ceremony and banquet – after a rigorous nomination process.

2025-2026 Title sponsor

Put our expertise and market experience to work for you.

ATB Wealth® delivers investment advice, wealth planning and management services for individuals, businesses and institutions. Let’s work together to refine your strategy.

Powered by ATB Wealth
Scroll to Top