Private Wealth Counsellor, Private Wealth & Estate Services
Chris Koltek is a wealth management and investment professional with over 15 years experience in the industry.
As a Private Wealth Counsellor, Chris supports financial advisors by developing customized investment plans for high-net-worth families. Working with Great-West Life's Private Wealth & Estate Services team, Chris supports a comprehensive investment review process specializing in diversified, tax-effective investment strategies.
Prior to Great-West Life, Chris worked in investment product management at an independent national brokerage firm focusing on high-net-worth clients. Prior to that, Chris worked in product development focusing on mutual funds and pooled products at a major financial services company.
Chris holds a Masters of Business Administration from Queen's University, a Bachelor of Arts from the University of Manitoba, and is a CFA charterholder.