Kody Morales

Associate Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth

Kody is one of the newest additions to PWM Private Wealth Counsel, iA Private Wealth. As the youngest member of our team, he is eager to pursue his career in wealth management and investment advising. Kody primarily works with Associate Portfolio Managers Matt Sisson and Chris Kostyk to provide support for any administrative tasks for their clients. He takes pride in assisting clients with anything related to their accounts, including account openings, account transfers, and estate settlements. Above all, Kody simply enjoys building relationships with the clients he serves.

Kody’s academic pursuits focused on learning and developing those all-important skills necessary to excel in the realm of business, especially in the field of finance. In the spring of 2021, Kody graduated from the Edwards School of Business and received his Bachelor of Commerce degree, majoring in finance. He continued to expand his passion in finance by completing the Canadian Securities Course and CPH. Kody is a charismatic and driven individual who hopes to one day become an investment advisor.

Outside the office, Kody enjoys spending time being outdoors, playing sports, and travelling. Taking any opportunity to go snowboarding, golfing, hiking or fishing. He also loves to stay active and compete through basketball, football, and hockey.

Phone Number:

306-975-9500

Email:

kmorales@pwmprivate.com

Our Team

Advisors

CFP®, CIM®
Portfolio Manager
B.Comm., CFA®
Portfolio Manager
CPA, CA, MPAcc, CIM®
Associate Portfolio Manager
B.Comm., CPA, CA, CIM®
Associate Portfolio Manager
B.Comm., CFA®
Associate Portfolio Manager
B.Comm., CIM®
Associate Portfolio Manager
Insurance Advisor

Strategic Collaborators

CPA, CA, CMA
Chartered Professional Accountant

Communication & Business Development

B.Comm.
Head of Communications
B.Comm.
Head of Marketing & Business Development

Administration

Investment Advisor
Associate Investment Advisor
Executive Assistant
Branch Administration
Associate Investment Advisor
Administrative Assistant
Associate Investment Advisor
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