About Us

ATB Wealth® Kelowna

Advisor meeting with client in office

See what’s possible with proven, stable investment strategies, proactive advice and deeply personalized service to help realize your vision of true wealth.  

The right expertise to reach your goals.

About Us

ATB Wealth is a specialized division of ATB Financial. We offer guidance and solutions that help you navigate life confidently. With deeply personalized planning and advice that evolves with you as your priorities or the markets change.

Wealth Planning

Having a tailored financial plan that simplifies the complexities of estate, trust and tax plans offers great peace of mind. Our ATB Wealth advisors help make the most of your wealth now and protect your legacy for the future.

Investing

We never forget that investing is about your unique life and goals. If you can’t find the right match in investment services here, please explore more information on how ATB Wealth services can work for you.

Your Kelowna Advisory Team

Kelowna ATB Wealth Advisor Brittney Weatherill

Brittney Weatherill

Senior Wealth Advisor (Mutual Funds)
ATB Securities Inc.

Kelowna, BC

Kelowna ATB Wealth Advisor Tina Stanley

Tina Stanley

Wealth Advisor
Certified Financial Planner® (CFP)
ATB Securities Inc.

Kelowna, BC

Market Development Manager

Doug Schaffner

Market Development Manager
ATB Securities Inc.

Kelowna, BC

Sadie Ozimko

Business Coordinator

Kelowna, BC

Connect with an advisor in Kelowna

Your ATB Wealth Kelowna Office

Investing isn’t just about money, it’s freedom to live how you choose.

At ATB Wealth, we’re proud to support clients in Kelowna as they dream big, navigate changes and make confident moves into the future.

Learn more

ATB Wealth experts are ready to listen.

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

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