ATB Financial Overview

  • Service
  • Commercial Bank
  • Founded
  • 1938
Founded
  • Professionals
  • 5,500
Professionals
  • Financed Companies
  • 35
  • Financings
  • 26
  • Serviced Investors
  • 3

ATB Financial General Information

Description

Founded in 1938, ATB Financial is a commercial banking institution headquartered in Edmonton, Canada. The bank provides wealth management and financial services to corporate, personal, independent businesses and agricultural companies. Additionally, ATB offers investment product, such as investment savings accounts, mutual funds, investment plans, retirement savings plans, retirement income funds, and various other insurance products.

Contact Information

Website
Year Founded
1938
Service Provider Type
Commercial Bank
Primary Office
  • Suite 2100-10020 100 Street Northwest
  • Edmonton, Alberta T5J 0N3
  • Canada
+1 (800) 000-0000

ATB Financial Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Neo (Financial Software) Dec 2020 00000 0000000
000000000 00000000 Jun 2020 00000 0000000
00000 0000 0000000 Jan 2020 00000 0000000
0000000 00000000 Dec 2019 00000 0000000
0000000 00000000 Dec 2019 00000 0000000
0000000000 Oct 2019 00000 0000000
0000000000 Oct 2019 00000 0000000
000000000 00000000 Sep 2019 00000 0000000
Aqua Terra Water Management Jul 2019 00000 0000000
HEXO Jan 2019 00000 0000000
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ATB Financial Co-Lenders (24)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
Bank of America Commercial Bank Charlotte, NC 1 00.000
00000000 0000 00 Commercial Bank 0 00.000
000 0000000 000000 Investment Bank New York, NY 0 00.000
000 000000000 0000 Commercial Bank Toronto, Canada 0
0000 0000000 00000 Mezzanine Vancouver, Canada 0 00000
000000000 0000000 Investment Bank Toronto, Canada 0
00000000 00000000 Commercial Bank Toronto, Canada 0 00000
00000000 0000000 0 Commercial Bank Edmonton, Canada 0 00000
CIBC Capital Markets Investment Bank Toronto, Canada 2
Citigroup Global Markets Investment Bank New York, NY 1 00.000
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ATB Financial Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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ATB Financial Team (85)

Name Title Related Financings Office Contact
Info
Omar Rehman Vice President & Chief Internal Auditor Calgary, Canada
Wellington Holbrook Chief Transformation Officer Edmonton, Canada
Teresa Clouston Executive Vice President Edmonton, Canada
Tim Gillespie Executive Vice President, Corporate Financial Services Calgary, Canada
Rob Bennett Executive Vice President, Retail Financial Services Edmonton, Canada
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ATB Financial Board Members (11)

Name Representing Role Since
Barry James ATB Financial Chairman of Audit Committee & Risk Committee Member 000 0000
Diane Pettie JD ATB Financial Chairman of Governance and Coduct Review Committee & Human Resources Committee Member 000 0000
Jim Carter ATB Financial Risk Committee Member & Human Resources Committee Member 000 0000
Jim Drinkwater ATB Financial Audit Committee Member & Chairman of Risk Committee 000 0000
Joan Hertz ATB Financial Chairwoman of the Board 000 0000
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ATB Financial Subsidiaries (2)

Company Name Industry Location Founded
ATB Investment Management Acquirer Edmonton, Canada 2002
0000000 00000000 0 Corporate Pension Edmonton, Canada
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