Chartered Professional Accountant
PWM Financial Services Inc.
Kurtis has been working in public practice for twenty years dealing with private enterprises in both the agricultural and industrial sector as well as extensive knowledge in corporate and personal tax preparation. He took a break from public practice and spent several years in the industry but realized during this tenure that his true passion was with the preparation of financial statements and as a result decided to return to public practice.
Kurtis received his Certified Management Accountant (CMA) designation in 1994 and took a position working with Deloitte LLP (Deloitte) in the private non-audit section where he worked on both review engagements and notice to readers. While employed with Deloitte he discovered he had a passion for public accounting and in order to advance his career and with encouragement from Partners of the firm, decided to article with Deloitte in order to attain his Chartered Accountant (CA) designation which he received in 2006. Having attained his designation, he eventually rose to the position of Audit Manager in the Private Sector. While working with Deloitte he was seconded out to an industrial client where he gained experience working in the industrial sector. Therefore, he decided to venture into the industry and during his time as a controller at a private industrial company, he realized his true passion was in public accounting so decided to return to public practice. Throughout his career, he has extensive experience working with both audit and non-audit clients as well as preparation and review of corporate and personal income taxes.
Kurtis’ philosophy on life is to have a healthy mind and body so he works out daily. He enjoys going out to watch movies as well as spending quality time with family and friends. He has a special bond with two nieces and spends a considerable amount of time in their company. He enjoys his daily workouts as well as listening to music and singing and he has recently developed an interest in writing songs.
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.