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Associate Portfolio Manager
PWM Private Wealth Counsel, iA Private Wealth
Chris takes pride in executing financial/ retirement plans that are realistic, measurable, and attainable to help clients meet their goals and aspirations. It is extremely rewarding to be able to help clients achieve what they have worked for and do so in the most tax-efficient way possible by utilizing the strategies laid out in their customized financial plan. Chris is a member of the PWM Investment Advisory Committee.
Chris holds a Bachelor of Commerce from the University of Saskatchewan where he received the Mahor Award upon convocation for “outstanding presence in the business community”. He obtained his Chartered Accountant (CA) designation while articling at Deloitte LLP and, prior to joining our team, worked in the resource and public sectors. His experience includes personal and corporate tax preparation and planning, financial reporting, audit and assurance, risk analysis and valuations. Chris is a licensed Investment Advisor and Associate Portfolio Manager, and is in the process of attaining his full Portfolio Manager’s accreditation. Chris serves as a Board Member and the Treasurer of his condo board, as well as Director Finance for the Dress for Success charitable organization.
Chris enjoys golfing, traveling, and spending quality time with his wife Kendra and 2 children.
PWM Private Wealth Counsel provides financial management & services and is based in 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.
