Goals. Focussed. Customized.

Overview

AltaCorp Private Wealth is a full service brokerage firm with a team of highly skilled licensed advisors dedicated to providing our clients with individual customized financial plans. We believe in doing things differently, and this reflects in all aspects of the service we provide to our clients. Our analysts specialize in research on over 80 companies in Energy, Agri-Industry, Energy Infrastructure & Industrials and Oil Field services. In addition, we also have access to all major sectors and in-depth reports on a large number of companies outside of the AltaCorp research platform. We are able to provide comprehensive sector understanding with an accurate and timely insight to benefit the holdings in your portfolio. AltaCorp Capital was founded in 2010 and formed a strategic alliance with ATB Financial. Together, we can provide our clients with full service solutions to all full spectrums of financial services.

 

 

Where you are at today.          Where you want to be.

The smartest way to get there.

 

The Private Wealth Team Specializes in:

 - Cusomized Financial Review

- Investment Products

- Portfolio Management

- Trusts, Tax & Estate Planning