Balance Sheets to Portfolios: Leveraging Accounting Expertise for Wealth Management Success with Chris Kostyk

Carlee Snow

Chris Kostyk is a Portfolio Manager at MKTS Wealth Partners – iA Private Wealth, where he integrates his comprehensive expertise in public and private accounting with wealth management.

His early career experience in the public accounting/ tax with Deloitte as well as private sector accounting and corporate finance with BHP built a strong foundation in financial analysis, strategic decision-making, and work ethic, preparing him for the dynamic world of portfolio management. These diverse roles have sharpened his ability to navigate complex financial landscapes, providing a broad perspective that benefits his clients today.

Now as an independent advisor at MKTS Wealth Partners, Chris embraces the increased leadership responsibilities that come with managing his own portfolio of clients and staff. His role goes beyond investment management—he helps guide his clients through critical decisions related to retirement, estate planning, and tax optimization. Chris places immense value on building trusted relationships, ensuring his clients are not only financially secure but also confident in their financial plans.

Chris’s journey from public accounting to portfolio management exemplifies his adaptability, leadership, and passion for helping others succeed financially. His insights on wealth management, honed from years of experience and continuous learning, make him a valuable resource for anyone looking to secure their financial future.

Chris Kostyk holds a Bachelor of Commerce degree in Accounting from the Edwards School of Business at the University of Saskatchewan.

Show Notes:

Connect with Chris and learn more about his work: 

LinkedIn: https://www.linkedin.com/in/chriskostyk/

MKTS Wealth Partners – iA Private Wealth: https://mktswealthpartners.com/ 

 

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