Associate Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth
Insurance Advisor*, PWM Financial Services Inc.
Matt is aspiring to be a Portfolio Manager with PWM Private Wealth Counsel, iA Private Wealth. Currently, he is an Associate Investment advisor and is working towards his Chartered Investment Manager (CIM). 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.