Menu
Menu
Associate Portfolio Manager
PWM Private Wealth Counsel, iA Private Wealth
Insurance Advisor*, PWM Financial Services Inc.
Matt recently received his Chartered Investment Manager (CIM) designation, and is an Associate Portfolio Manager with PWM Private Wealth Counsel, iA Private Wealth. Matt enjoys dealing with clients and takes pride in ensuring that our trading on client accounts is done in a timely and accurate manner. Sean Meshke has taken Matt under his wing, teaching him the complexities of portfolio building and investment trading.
One of Matt’s strengths is his personable and easygoing nature, and he is looking forward to building strong relationships with current and new clients. Matt graduated from the University of Saskatchewan with a Bachelor of Commerce. Employed right out of school, he worked as a territory sales representative where he increased sales and oversaw daily operations to meet the large, growing demand. Later, Matt worked as an Insurance Advisor before joining PWM Private Wealth Counsel, iA Private Wealth to fulfill his interest in investment management. Matt is a member of the PWM Investment Advisory Committee.
Matt enjoys expressing his competitive side in the many sports he participates in each year, including basketball, hockey, football, golf, and baseball. In his downtime, you can find him at the lake spending time with his family and friends.
*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.
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.
