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Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth
As Investment Advisor and Director of Operations, April plays an indispensable role in the Administrative Team. She knows how to get things done with accuracy and efficiency and always a smile. April can assist you with all enquiries related to your account, including account openings, account transfers, contributions, withdrawals, estate settlements, and mutual fund trading. She is always happy to help and sincerely values the relationships she has built with the clients she serves.
April has been with PWM Private Wealth Counsel, iA Private Wealth since 2011. She primarily assists Chris Kostyk with day-to-day operations for their clients and is a licensed Investment Advisor with IIROC. She also completed her Wealth Management Essentials course in 2017.
Outside of the office, April enjoys travelling and spending time with her family. April and her husband welcomed their first child, Payton, to the family in the spring of 2019.
PWM Private Wealth Counsel, a financial planner & financial advisor based in Saskatoon, Saskatchewan, provides a true holistic approach of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services. Saskatoon, Prince Albert, Regina, and Swift Current, Saskatchewan, Canada.
iA Private Wealth Inc. Is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Alternative Investments are not suitable for all types of investors. please obtain independent professional advice, in the context of your particular circumstances.
