With 25 years in the investment industry, Ursula brings tremendous experience to ATB Wealth. She is a dedicated leader who inspires her team to provide valuable and timely advice to clients; keeping clients’ evolving needs and goals central to the holistic wealth and private banking services provided by ATB Wealth.
During her more than 13 years with ATB, Ursula has contributed to the growth of the wealth business from $4B to $25B in assets under administration. As the executive leader of both finance and operations for nearly a decade, Ursula has been a dynamic force inside ATB Wealth, helping to carve a path forward by challenging the status quo, encouraging healthy debate, and tackling old problems in new and creative ways.
Ursula previously spent 10 years with a boutique firm, Peters & Co. Limited as a Partner and Controller, and several years with Stephen Avenue Securities Inc.
Confident and humble, Ursula is grateful to those who have played a role in her career journey. Ursula credits past leaders and mentors with recognizing and cultivating her financial savvy, innate leadership skills and ability to connect with people—skills that serve her well as she leads ATB Wealth.
In Ursula’s own words, “ATB has allowed me to approach my work with independence, innovation and passion with a group of talented people who collaborate towards a common goal. I am proud to be part of an organization where every person truly has a voice in determining the future.”
Ursula holds an Honours Degree in Public Administration from Carleton University in Ottawa, and a Chartered Professional Accountant designation. She is qualified by the Canadian Securities Institute to act as both a Chief Financial Officer and a Partner, Director and Officer.