ATB Wealth
Investment Bank/Securities Brokerage - Calgary, AB, CA
ATB Wealth Employees
Julia Lawrick
Managing Director of Risk & Chief Compliance Officer, ATB Investment Management
ATB Wealth Senior Management
Julia Lawrick
Managing Director of Risk & Chief Compliance Officer, ATB Investment Management
Philip Shu
Managing Director, Private Investment Counsel and Institutional Portfolio Management
ATB Wealth Details
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.*ATB Wealth consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc., ATB Securities Inc., and ATB Insurance Advisors 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 Investment Industry Regulatory Organization of Canada.
