About Us

Learn more about ATB Wealth and the subsidiaries who deliver our world-class financial solutions.

ATB Wealth is the wealth management division of ATB Financial. Our team consists of the experts, products and services formerly offered by ATB Investor Services and Alberta Private Client.

By integrating investments with private banking services, we are able to deeply understand your goals and challenges to deliver personalized solutions and advice.

ATB Financial: The backbone of your banking services.

With 175 branches, more than 5,000 team members and $51.9 billion in assets, ATB Financial is a unique, world-class financial institution serving Albertans and Alberta businesses. As an ATB Wealth client, you can trust that your banking services are delivered and managed with care and competency right here in Alberta.

See our subsidiaries

Learn more about our business and governance.

Our leadership team

image Ursula Holmsten

Ursula Holmsten

Chief Executive Officer and EVP, ATB Wealth

image James Chisholm

James Chisholm

Senior Vice-President, Strategic Initiatives

image Brett Kimak

Brett Kimak

President, ATBIM & Chief Operating Officer, ATB Wealth

image Cheryl Brodhagen

Cheryl Brodhagen

Chief Financial Officer and Vice-President Finance

image Sherri Wright-Schwietz

Sherri Wright-Schwietz

Senior Vice President - ATB Wealth Advisory Services

image Trent Hamans

Trent Hamans

VP Private Banking and Wealth Planning

ATB Wealth new client packages

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.

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