ATB Wealth Private Banking Centre

Has limited investment options, no self-directed investments, and charges you $125 per account to transfer away from ATB Wealth. An ATB advisor suggested my wife and I set up a small savings TFSA as part of our short-term (<1 yr) mortgage goals, which was some of the worst investment advice I've ever received. It didn't seem like a good move and my gut told my not to, but I let the agent convince me to do so (I already had a lot on my plate at the time, so I decided to follow their advice). I got a 0.4% high interest savings account" - which had an unmentioned $125 fee for withdrawals.I should have followed my gut. I would have avoided the hassle - and expense - by keeping it in a regular savings account."

March 2020I would like to recognize Vatsal for his professionalism, dedication in providing an excellent customer service experience to me as a client.This is the 3rd time I needed his expertise and I'm so impressed with his friendly demeanor.Thank you so much Vatsal, much appreciated!To management, kindly send my appreciation to Vatsal.