Atb Wealth
ATB Wealth® is the wealth management division of ATB Financial*. Our team of experts helps our clients sort through the complexities of their financial lives so they can focus on the things that matter most. As an ATB Wealth client, you can feel the confidence of an ATB Wealth® advisor focusing their expertise on the goals that matter most to you for the future ahead. Our expert advice is tailored exclusively to your specific needs, so your priorities are our priorities. It's proactive financial insight that adapts and innovates in an ever-changing world for you, your family, or your business. Give your future financial plans added strength with the insight of an ATB Wealth advisor. Feel confident in the path ahead with support at every step. To learn more or connect with an advisor, visit atb.com/whatif *ATB Wealth consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of the registered trade name ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization.
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Verified contacts
200
available on Kipplo
LinkedIn employees
410
501 to 1000 range
Open roles
—
no listings
Distinct roles
176
indexed titles
Tech stack
14
tools in use
Monthly traffic
4.0K
organic / mo
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- JP
Jaclyn Perrot
Managing Director, Investment Product Strategy & Research · Other
EmailPhone - KD
Kimberlee Davis
Regional Director · General Business & Management
EmailPhone - UH
Ursula Holmsten
Head of Wealth Advisory, Atb Wealth Co-CEO, Atb Securities Inc · Other
EmailPhone - DB
Darin Bruins
Senior Financial Advisor · Finance & Accounting
EmailPhone - JL
Jason Lazerte
Senior Financial Advisor · Finance & Accounting
EmailPhone - JC
Josephine Cosco
Senior Financial Advisor · Finance & Accounting
EmailPhone - BA
Bandana Agarwala
Financial Advisor · Finance & Accounting
EmailPhone - KK
Kari Koistinen
Principal Data Analyst · Information Technology
EmailPhone - KM
Kashish Mehta
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Atb Wealth
176 distinct titles indexed · top 10 shown.
- 68financial advisor
- 59senior financial advisor
- 15wealth experience associate
- 11senior financial advisor associate
- 10financial advisor associate
- 6associate financial advisor
- 6business coordinator
- 6senior private banking advisor
- 5regional compliance manager
- 5senior financial advisor, atb securities inc
- +166more titles
Sign up to unlock all 200 contacts at Atb Wealth
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