Ursula Holmsten is a dedicated leader who draws from two decades of experience in the investment industry to inspire her team to provide clients with valuable and timely advice.
In her time at ATB, Ursula has helped grow the wealth business from $4 billion to over $26 billion in assets under administration. As the CEO of ATB Wealth, Ursula has led by challenging the status quo, encouraging healthy debate and tackling old problems in new and creative ways.
Ursula was previously the CFO of ATB Wealth and, prior to that, spent 10 years with boutique firm Peters & Co. Limited as a Partner and Controller. She credits her past leaders and mentors with recognizing and cultivating her financial savvy, leadership potential and an innate ability to connect with people—skills she believes will serve her well as she leads ATB Wealth into the next decade.
Ursula holds an Honours Degree in Public Administration from Carleton University and a Chartered Professional Accountant designation. She is qualified by the Canadian Securities Institute to act as a Chief Financial Officer, Partner, Director and Officer.