Riley Sittler, CFA® CFP

Riley Sittler, CFA® CFP

Pan-Provincial Vaccine Enterprise Inc. (PREVENT)

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location of Riley Sittler, CFA® CFPSaskatoon, Saskatchewan, Canada

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  • Timeline

  • About me

    Portfolio Manager at MKTS Wealth Partners - iA Private Wealth Inc.

  • Education

    • CFA Institute

      -

      CFA Charterholder

    • University of Saskatchewan

      2009 - 2013
      Bachelor's Degree Finance
    • FP Canada

      2024 - 2024
      CFP Designation
    • Jönköping University

      2011 - 2011
      Finance, Entrepreneurship and Leadership
  • Experience

    • Capstone Management Consulting

      Jan 2013 - Mar 2013
      Pan-Provincial Vaccine Enterprise Inc. (PREVENT)

      Temporary contract position through the University of Saskatchewan. Consulted on the formation of a comprehensive competitive intelligence report regarding novel vaccines licensed by the organization. Duties included benchmarking PREVENT's current vaccine technology against competitors in terms of their progression through the regulatory vaccine pipeline approval process. Determining competitive advantages in terms of vaccine technology against competitors across the globe. Formulating pricing models and exit strategies for the outlicensing of the vaccines, as well as identiftying possible outlicensing partnership/buyer opportunities. Show less

    • Credential Financial Strategies

      Sept 2013 - Dec 2014
      Financial Advisor

      As a Fully Licensed IIROC Financial Advisor for two independent Credit Unions, I was solely responsible for the management of a variety of residential and institutional investment portfolios in the local and surrounding areas.

    • The Retiring Farmer™

      Jan 2015 - Mar 2018
      Associate Manager

      Part of a diverse team of specialized professionals. my focus was on assisting farming families across Western Canada in their transition out of farming and onto the next stage of their lives. This was accomplished by providing advice on the tax, legal, and optimal strategies in the succession and/or liquidation of the family farm.

    • IA Private Wealth

      Mar 2018 - now
      • Portfolio Manager

        Dec 2023 - now
      • Associate Portfolio Manager

        Mar 2018 - Dec 2023
    • PWM Private Wealth Counsel with HollisWealth®, a division of Industrial Alliance Securities Inc.

      Mar 2018 - Oct 2023
      Investment Advisor
    • MKTS Wealth Partners

      Jun 2024 - now
      Partner
  • Licenses & Certifications