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Executive Assistant
PWM Private Wealth Counsel, iA Private Wealth
Kathy is your first point of contact you when you enter or call the office at PWM Private Wealth Counsel, iA Private Wealth. Kathy will greet you with a smile, whether it is on the phone or in person, Kathy looks forward to helping all our clients. She will direct you to whomever you are looking for and will assist with all inquiries.
Kathy has been with PWM Private Wealth Counsel, iA Private Wealth since May 2018, but before that she was with another iA Private Wealth firm in Saskatoon for 4 years working as an Administrative Assistant. Kathy has received her diploma in Business Administration prior to working for PWM Private Wealth Counsel, iA Private Wealth.
In Kathy’s free time she enjoys attending sporting events, baking, and spending time with her family. Kathy is also an avid Disney fan, who she oftens travels to with her family.
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.
