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 Wealth: realizing your vision of wealth

People first. It’s how we began and how we continue to operate. And it’s working. Today, ATB Wealth is an industry-leading investment firm, with over $25.6 billion in assets under administration across more than 200 advisors and 97,000 clients.

ATB Wealth is committed to making our innovative and inclusive wealth management approach available to everyone—not just a select few.  With  proven, stable investment strategies, proactive advice and deeply personalized service, we transform the advisor-client relationship and help our clients to grow their investments and improve their financial wellness.

It’s why we’re expanding beyond Alberta. With new locations in Kelowna, BC and opening soon in Saskatoon, SK we see possibility all around us—in the goals and dreams of our clients and in the communities of all sizes that we serve.

See our subsidiaries

Learn more about our business and governance.

Our leadership team

Ursula Holmsten

Ursula Holmsten

CEO, ATB Wealth, and EVP, ATB Financial

Cheryl Brodhagen

Cheryl Brodhagen

Chief Financial Officer and Vice-President Finance, ATB Wealth

Ian Filderman

President, ATB Investment Management Inc.

Sherri Wright-Schwietz

Senior Vice-President, ATB Wealth Advisory Services

Trent Hamans

Vice-President Private Banking and Wealth Planning, ATB Wealth

Allison Comeau

Vice-President, Growth and Innovation, ATB Wealth

Samantha Mathison

AVP, Advisory Enablement and Client Experience, ATB Wealth

Chris Mochulski

AVP, Compliance, Operations and Risk, ATB Securities Inc.

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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