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Associate Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth
Katy’s role is to assist the advisory team with meeting preparations, client inquiries, and scheduling, primarily working with Kevin Hegedus and Riley Sittler. She assists with all inquiries related to your account, including account openings, account transfers, contributions, withdrawals, and estate settlements.
Katy has previously been working for a financial institute as an insurance advisor but found that when working from home she missed the camaraderie of an office and decided to make the move to PWM Private Wealth Counsel, iA Private Wealth in 2019. Since then, she has completed her courses to become a licensed Investment Advisor with IIROC.
Katy enjoys spending time with her husband, Fred. The two of them plan to test the bonds of love while they tackle a home renovation together. When not putting her handyman skills to work, Katy can be found playing volleyball, golfing, trying out a new restaurant, or really anything that allows her to spend time enjoying the company of her family and friends.
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.
