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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.
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.
