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.

See our subsidiaries

Learn more about our business and governance.

Our leadership team

Ursula Holmsten

Ursula Holmsten

Group Head, Wealth and President of ATB Securities Inc.

Brett Kimak

Brett Kimak

President, ATB Investment Management Inc.

Cheryl Brodhagen

Cheryl Brodhagen

Chief Financial Officer and Vice-President Finance, ATB Wealth

Sherri Wright-Schwietz

Sherri Wright-Schwietz

Senior Vice-President, ATB Wealth Advisory Services

Trent Hamans

Trent Hamans

Vice-President Private Banking and Wealth Planning, ATB Wealth

ATB Wealth new client packages

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