ATB Wealth TFSA account

Get advice specifically tailored to your goals and a broader product selection from ATB Wealth.

Create a customized TFSA plan


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Details

Overview

Grow your money tax free. Income earned on investments in your TFSA, including interest and capital gains, is not taxed... ever.

And there's no deadline for your contributions. Just as with your RRSP, you are in control of your investment decisions — the types of investments held within the plan are up to you. ATB Wealth's TFSA investment products include mutual funds, stocks, GICs and bonds.

Pricing

  • Interest earned
    Varies by investment solution chosen.
  • Cashability
    • Withdraw money at any time with no penalty. And if you withdraw an amount from your TFSA, you can re-contribute that same amount the following year or any year after that.

Additional Information

  • Other features
    • Carry forward your contribution room—it never expires.
    • Collect federal benefits without deductions. Old Age Security, Guaranteed Income Supplements, Employment Insurance, and Canada Child Tax Benefits will not be impacted by TFSA withdrawals.
    • Create tax-free savings even if you're over 71. There are no age limits with a TFSA. So if you have more retirement income from your Registered Retirement Income Fund (RRIF) than you need, just invest it in a TFSA.
  • Notes

    ATB Wealth consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc., ATB Securities Inc., and ATB Insurance Advisors Inc. are individually licensed users of the registered trade name ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

    ATB Investment Management Inc. ("ATBIM") manages the Compass Portfolio Series. ATBIM and ATB Securities Inc. ("ATBSI") are wholly owned subsidiaries of ATB Financial, and may operate under the registered trademark ATB Wealth. Additional information about the Compass Portfolio Series and other important disclosures may be found at compassportfolios.com

Details

Overview

Grow your money tax free. Income earned on investments in your TFSA, including interest and capital gains, is not taxed... ever.

And there's no deadline for your contributions. Just as with your RRSP, you are in control of your investment decisions — the types of investments held within the plan are up to you. ATB Wealth's TFSA investment products include mutual funds, stocks, GICs and bonds.

Pricing

  • Interest earned
    Varies by investment solution chosen.
  • Cashability
    • Withdraw money at any time with no penalty. And if you withdraw an amount from your TFSA, you can re-contribute that same amount the following year or any year after that.

Additional Information

  • Other features
    • Carry forward your contribution room—it never expires.
    • Collect federal benefits without deductions. Old Age Security, Guaranteed Income Supplements, Employment Insurance, and Canada Child Tax Benefits will not be impacted by TFSA withdrawals.
    • Create tax-free savings even if you're over 71. There are no age limits with a TFSA. So if you have more retirement income from your Registered Retirement Income Fund (RRIF) than you need, just invest it in a TFSA.
  • Notes

    ATB Wealth consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc., ATB Securities Inc., and ATB Insurance Advisors Inc. are individually licensed users of the registered trade name ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

    ATB Investment Management Inc. ("ATBIM") manages the Compass Portfolio Series. ATBIM and ATB Securities Inc. ("ATBSI") are wholly owned subsidiaries of ATB Financial, and may operate under the registered trademark ATB Wealth. Additional information about the Compass Portfolio Series and other important disclosures may be found at compassportfolios.com

  • Contact Us
  • 1-800-332-8383
  • Monday - Friday 9am - 7pm
  • Saturday 9am - 5pm

Create a customized TFSA plan


  • Clicking the button will open a new page of ATB.com

You May Also Like

  • Contact Us
  • 1-800-332-8383
  • Monday - Friday 9am - 7pm
  • Saturday 9am - 5pm