Goals. Focussed. Customized.

Services

Custiomized Financial Review

AltaCorp's investment approach calls for a comprehensive review of our clients existing financial portfolio. This results in a plan that provides the parameters for the successful execution of a clients financial goals.

Too often clients financial futures are restricted by their understanding of what's possible. AltaCorp believes in removing the blinders of financial possibility and getting a deeper understanding of our client underlying needs and goals.

We believe that researching and preparing an investment strategy is just the beginning.  Our real value includes the regular analysis, optimization and communication of market challenges and opportunities. This is how we truly differentiate our service.

 

 

Wealth Management

AltaCorp offers a wide variety of creative investment solutions to deliver on our strategy for success.

Find out how our full- service brokerage firm and team of financial advisors can offer you a unique and customized approach to your financial plan. 

  • Retirement Planning
  • Wealth and Risk Management
  • Tax Planning
  • Estate Planning
  • Portfolio Management
  • Charitable
  • Giving Protection Solutions
  • Grey Market Facilitation

 

Private Banking

Our strategic relationship with ATB Financial allow us to ensure you are covered in all financial aspects. Let us connect you with an expert today.

  • Preferred Banking Package
  • Custom Borrowing Solutions
  • Credit Management Advice
  • Business and Corporate Banking
  • Identity Security Services
  • Travel Protection
  • Preferred Rates on Foreign Exchange Services