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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.
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.
