Ursula Holmsten leads ATB Wealth® with 28 years of experience in the wealth industry and 16 years with ATB.
Since joining ATB, Ursula has been instrumental in designing, incubating and building a unique wealth and investment management offer for Albertans, and has recently overseen the expansion of ATB Wealth into new markets in British Columbia and Saskatchewan. This national expansion marks a significant milestone for ATB, bringing its expert financial services to more Canadians.
Under Ursula's leadership, ATB Wealth has achieved significant organic growth, with assets under administration increasing from $4 billion to nearly $30 billion and an enterprise value approaching $1 billion.
Ursula was born in Finland and grew up with gender parity not experienced in many other countries. This continued during her time at Neste Oil, the Finnish National Oil Company where women play an equal role in driving value. Those experiences made Ursula passionate about pushing for the same gender parity in Canada’s wealth industry.
Ursula holds an Honours Degree in Public Administration from Carleton University and a Chartered Professional Accountant designation. She is qualified by the Canadian Securities Institute to act as a Chief Financial Officer, Partner, Director and Officer. Ursula is the Co-President of ATB Securities Inc., sits on the Board of the Investment Industry Association of Canada, and is a member of Women Get on Board.
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