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 teams

ATB Wealth Advisory

Ursula Holmsten

Ursula Holmsten

Head of Wealth Advisory and Co-President ATB Securities Inc.

Sherri Wright-Schwietz

Senior Vice-President, ATB Wealth National Advisory Services

Trent Hamans

Vice-President, Private Banking and Wealth Planning

Silvi Malinowski

Associate Vice President, Partnerships & Operations

Allan Leung

Managing Director, Wealth Products

Kathy Fero

Managing Director, Strategy & Business Performance

Chris Mochulski

Head of Risk & Compliance, ATB Advisory Services
CCO, ATBSI

ATB Investment Management

Ian Filderman

President, ATB Investment Management Inc.

Joe Wong

Managing Director, ATBIM Portfolio Management

Selina Holland

Managing Director, ATBIM Mid Office

Julia Lawrick

Managing Director, Risk and ATBIM Chief Compliance Officer

Chris Harrison

Associate Vice President, PIC & Investment Distribution

Marcy Bowers

Managing Director, Investment Fund Finance

Amina Kabir

Managing Director, ATBIM Business Initiatives

Vathsala Martin

Associate Vice President, Investment Management Product & Solutions

ATB Wealth new client packages

ATB Wealth experts are ready to listen.

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