The young and determined Matt is aspiring to be an Investment Advisor and Portfolio Manager with PWM Private Wealth Counsel. Currently, he is assisting Sean Meshke as an Administrative Assistant, ensuring that our trading on client accounts is done in a timely and accurate manner. Sean Meshke has taken Matt under his wing, teaching him the complexities of portfolio building and investment trading.
One of Matt’s strength is his personable and easygoing nature, and he is looking forward to building strong relationships with current and new clients. Matt graduated from the University of Saskatchewan with a Bachelor of Commerce. Employed right out of school, he worked as a territory sales representative where he increased sales and oversaw daily operations to meet the large, growing demand. Later, Matt worked as an Insurance Advisor before joining PWM to fulfill his interest in investment management.
Matt enjoys expressing his competitive side in the many sports he participates in each year, including basketball, hockey, football, beach volleyball, and baseball. In his downtime, you can find him at the lake spending time with his family and friends.