Riley Sittler, CFA® CFP

Experience

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  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

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  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.

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  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.

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  IA Private Wealth

  Mar 2018 - now

  • Portfolio Manager

    Dec 2023 - now

  • Associate Portfolio Manager

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

  Mar 2018 - Oct 2023

  Investment Advisor
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  MKTS Wealth Partners

  Jun 2024 - now

  Partner