Ursula Holmsten

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, 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.