ATB Wealth

Investment Management • All across, Alberta, Canada • 201-500 Employees

Company overview

Headquarters	All across, Alberta, Canada
Phone number	+18555414387
Website	atb.com
NAICS	5231
Keywords	Investing, Wealth Management, Private Banking, Wealth Transfer, Insurance, Financial Planning, Investment Management, Wealth Planning, Institutional Portfolio Management, Group Wealth Services, Private Investment Counsel
Founded	2002
Employees	201-500
Socials

Key Contacts at ATB Wealth

Lesley-Ann Cahill

Director Private Banking

Rabilla Waqar

Regional Director, Wealth Management

Paul Schneider

Regional Director - Atb Wealth - Northern Alberta

Shaun Ulmer

Regional Director, Atb Wealth

Kelly Margaritis

Managing Director, Investment Management Legal & Regulatory Counsel

Kimberlee Davis Cim

Regional Director

Amina Kabir

Managing Director

Gaynor Levisky

Director Advisory Practice And Enablement Coaching

Allan Leung

Managing Director Of Wealth Products

Jeannette Jervis

Director, Atb Wealth Advice Centre

ATB Wealth Email Formats

ATB Wealth uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@atb.com), used 69% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@atb.com	69%
{first initial}{last name}	jdoe@atb.com	28.1%
{last name}{last name}	doedoe@atb.com	2.1%

About 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.

ATB Wealth revenue & valuation

Annual revenue	$35,600,000
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$113,900,000
Total funding	No funding

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry

Senior

Manager

Employees by Department

ATB Wealth has 266 employees across 12 departments.

Departments

Number of employees

Funding Data

ATB Wealth has never raised funding before.

Frequently asked questions

ATB Wealth is located in All across, Alberta, CA.

You can reach ATB Wealth at +18555414387.

ATB Wealth was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

ATB Wealth has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.