Sean Meshke

B.Comm., CFA®

Portfolio Manager
Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth
Insurance Advisor*, PWM Financial Services Inc.

Sean is committed to building client relationships and is passionate about helping clients reach their financial goals. Sean is our senior asset trader, is involved in investment research and portfolio construction, but most of all, he enjoys meeting with clients. Sean also provides the content for the “Meshke’s Minute” portfolio blog and writes The Portfolio Manager’s Corner articles for our quarterly newsletters. Sean is a member of the PWM Investment Advisory Committee.

A Bachelor of Commerce graduate of the University of Saskatchewan, majoring in Finance, he honed his business skills over two decades, providing analysis to both a financial institution and telecommunications company. Sean has also attained what is considered the most rigorous and coveted designation in national and international finance and investment analysis: the Chartered Financial Analyst (CFA®) designation, ranked by The Economist as “the gold standard among investment analysis designations.”

Sean is an avid soccer player and fan and can often be found jogging the beautiful streets of Saskatoon. In his free time, he likes to spend time coaching his niece and nephew in soccer. His personal goal he set for himself is to become fluent in a second language.

*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.

Phone Number:

306-975-9500

Email:

smeshke@pwmprivate.com

Our Team

Advisors

CFP®, CIM®
Portfolio Manager
B.Comm., CIM®, FMA, FCSI®, CFA®
Portfolio Manager
B.Comm., CFA®
Portfolio Manager
CPA, CA, MPAcc, CIM®
Associate Portfolio Manager
B.Comm., CPA, CA
Associate Portfolio Manager
B.Comm., CFA®
Associate Portfolio Manager
B.Comm.
Associate Investment Advisor
Insurance Advisor

Strategic Collaborators

CPA, CA, CMA
Chartered Professional Accountant

Communication & Business Development

B.Comm.
Head of Communications
B.Comm.
Head of Marketing & Business Development

Administration

Investment Advisor
Associate Investment Advisor
Executive Assistant
Branch Administration
Associate Investment Advisor
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