The expertise you need, right here in Alberta.
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 Financial: The backbone of your banking services.
With 175 branches, 5,300 team members and $51.9 billion in assets, ATB Financial is a unique, world-class financial institution serving Albertans and Alberta businesses. As an ATB Wealth client, you can trust that your banking services are delivered and managed with care and competency right here in Alberta.
As President of ATB Wealth, Chris has the privilege of leading a diverse team of investment, insurance, private banking and support experts who are committed to making wealth management work for Albertans. Together we help clients sort through the complexity in their financial life so they can focus on the things that matter most.
Prior to moving into the President’s role in March 2015, Chris worked at ATB Investor Services for ten years in various positions, most recently leading the Private Counsel, Solutions and Mass Market teams. He has 18 years of experience in wealth management. Chris holds a Commerce degree from the University of Alberta, an MBA from Athabasca, as well as a CFA charter and AIF (Accredited Investment Fiduciary) designation.
Vice President Finance & Chief Financial Officer
Ursula has been the CFO of ATB Wealth for six years. Prior to joining ATB in 2008, Ursula spent ten years with Peters & Co. Ltd. as the controller, partner and officer (non-trading). In this role, she was responsible for financial regulatory reporting to IIROC and the overall treasury management functions.
Ursula is a CGA/CPA and holds a Bachelor of Public Administration (with Honours). She also holds the CFO Qualifying Examination Certificate (required to act in the capacity of CFO of an IIROC dealer member) and the Partners, Directors and Officers qualifying exam, both through the Canadian Securities Institute (CSI).
Vice President of Wealth Experience & Practice
Sherri leads the ATB Wealth experience and practice team, developing our differentiators in the market and our effectiveness at achieving them. Sherri has been with ATB for over ten years. Prior to joining, Sherri spent nine years in the human resources department at Mark’s Work Wearhouse Ltd. as the national human resources manager and chief privacy officer.
Sherri’s background includes a BA in Psychology from the University of Calgary, as well as a Human Resources Management Certificate, Registered Professional Recruiter (RPR) designation and Canadian Human Resources Professional (CHRP) designation. She was also awarded Canadian HR leader of the year in 2015.
Vice-President of Wealth Strategy and Business Lines
James oversees ATB Wealth’s investment, private banking and insurance business lines and leads a team to develop strategy for ATB Wealth to benefit clients, engage ATB team members and drive a sustainable business.
Prior to joining ATB in 2014, James was Vice-President and Portfolio Manager at Franklin Templeton serving high-net-worth clients. Previously, he was with Norrep Investments as Vice-President of Business Development. James is a CFA charterholder and a past President of CFA Society Calgary. He has graduated from the University of Victoria with a Bachelor of Commerce and holds CPA and CMA designations.
Chief Operating Officer & Head of Risk
Brett has been with ATB Wealth for three years, and leads the Operations, Risk & Compliance team. Included in this portfolio are the investment dealer and portfolio manager operations teams, oversight of compliance for both the retail distribution and fund management areas, and overarching risk management services. Brett is also the registered Chief Compliance Officer for ATB Investment Management Inc.
He joined ATB in 2015 from AIMCo where he was Chief Compliance Officer for four years. Prior to AIMCo, he spent ten years with PricewaterhouseCoopers LLP in the risk advisory, business transformation and transaction services areas, and previously was in the Enforcement group at the Alberta Securities Commission. He has a BA in Political Science and an MBA in Finance from the University of Alberta and has obtained his CFA charter and certified Financial Risk Manager (FRM) designation.
Vice-President of Strategy
Tony has been with ATB for over 27 years, 14 of which have been with ATB Wealth. Throughout his career at ATB, he has held a variety of roles with extensive experience in leadership, sales management, operations and project management.
Tony created and implemented the vision for our Mastery development program designed to enrich the talent of our financial advisors. He also led the research, design and launch of ATB Prosper, ATB Wealth’s digital investment offering built for the next generation of investor. Tony’s education includes a Finance Diploma from NAIT, as well as several investment industry-related courses including IFIC, CSC and PFP.