ATB Investor Services

ATB Investor Services

ATB Investor Services

Date Founded



2100, 10020-100 Street Northwest,21st floor,Edmonton, AB T5J 0N3

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

ATB Investment Management (ATBIM) manages the Compass Portfolio Series, a comprehensive series of strategic asset allocation models designed to meet investors' unique investment objectives and risk tolerances. A mix of asset classes within pre-determined ranges are maintained through regular rebalancing which serves to preserve the performance characteristics of the portfolio and meet investors' objectives within their time horizons and risk tolerances. The portfolio invests in multiple asset classes including stocks, bonds, near cash or money market instruments such as Treasury Bills, and in alternative investments including income trusts. The Compass Portfolio Series invests the majority of their assets in a mix of mutual funds, institutional pooled funds, ETFs and other pooled investment vehicles managed respected third-party investment management firms. The underlying investments of each portfolio are selected to achieve and add value to the asset allocation of the portfolio as a whole. Portfolios are further diversified by geography, management style, market sector, market-cap and investment manager. ATBIM seeks to provide superior risk-adjusted rates of return by minimizing volatility and maximizing long-term performance results.

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Executives & Employees

Chief Executive Officer


Chief Financial Officer

Chief Investment Officer

Chief Operating Officer

Chief Risk Officer & Head of Compliance (CCO)

Director, Operations

Executive Vice President & Treasurer

Vice President, Customer Care Center & District

Chief Compliance Officer-Atbim

Board of Directors

Former Chief Financial Officer at ATB Financial

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KMC Mining Corp. provides oil and sand mining services. Its mining activities include site preparation, tailings dyke and haul road construction, overburden removal, reclamation, crushing and hauling ore. The firm's equipment fleet consists of smaller backhoes and large-scale mining machines which is suitable for mining development projects. The company was founded by Jack Klemke and Ted Klemke in 1949 and is headquartered in Edmonton, Canada.

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