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Associate Portfolio Manager
PWM Private Wealth Counsel, iA Private Wealth
Insurance Advisor*, PWM Financial Services Inc.
Riley began his career managing the investment portfolio for multiple credit unions in rural Saskatchewan and has since spent the majority of his working career working with business owners and farm families in order to help them realize their succession planning and retirement goals. He takes pride in looking at the big picture and ensuring that his financial planning solutions are well integrated with the investment, legal, tax, and family needs of the families he works with. Riley delivers the Life After Harvest workshops and is our team leader in family farm transition planning. He is also a member of the PWM Investment Advisory Committee.
Riley holds a Bachelor of Commerce at the University of Saskatchewan where he majored in Finance, in addition to his studies at the Jönköping International Business School in Sweden where he focused on Entrepreneurship and Leadership. He recently received his Chartered Financial Analyst designation, and is our primary presenter for the Life After Harvest Mentoring program recently launched at our firm.
Riley is a lover of all things outdoors and likes to spend his time in Northern Saskatchewan hiking, hunting, fishing, and camping. While in the city you can usually find him playing slo-pitch, golfing, biking, or spending quality time with 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.
