We know the basis of any good relationship is trust, and it‘s even more central to your relationship with your financial planning partner. We work every day to deserve, and honour, that trust. We treat you more like a friend than a client; it‘s the way we were raised. We‘re very social, down-to-earth people. It‘s just second nature to us to sit down and have a friendly conversation with clients.
In this ever-changing world, we believe strongly in continuous learning—both for our clients, and for ourselves. In addition to offering education seminars to help our clients better understand new products, services and strategies, we also ensure we’re always learning in order to better serve our clients.
And, we've learned who is mostly likely to benefit from our particular blend of expertise, experience and product and service offerings. Our advanced designations give us the capacity to handle very large portfolios. Not all financial advisors have that focus, or that capacity. If you fall into one of these groups, with investments assets exceeding $250,000 or a net worth of $750,000 or greater, we're likely an excellent fit for you.
Experience and support no matter your unique challenges
At PWM Private Wealth Counsel, we can help you successfully navigate your personal and business challenges, providing a full suite of financial products – as well as the guidance you need to protect and enhance your wealth.
Farm families – Kevin Hegedus and Kevin Haakensen both grew up on Saskatchewan farms and have worked with farmers their entire careers – so they both intimately understand the agriculture industry, its challenges and rewards. We can advise you on how to properly structure your farm as operations grow, as well as help with the succession planning – ensuring your family business continues for generations to come. If you’re considering the eventual sale of your farm business to a third party, our expertise and planning can make a considerable difference. Once a sale is complete, we can manage the proceeds like a pension plan, with a written financial plan to protect your capital, and providing you with dependable, tax-efficient retirement income.
Business owners – As business owners ourselves, we appreciate how closely intertwined personal wealth and managing your business can become. It’s why our services are tailored to help you reduce complexity – so you can focus on growing your business. We also provide guidance on insurance, minimizing taxes, and business succession planning when you’re ready to move on to the next chapter in your life.
Affluent boomers – Whether you’re already enjoying retirement or it’s a few years away, we can help. We have experience and proven expertise in maximizing your hard-earned wealth through effective tax planning, as well as efficient wealth transfer, philanthropy and legacy planning services.
Professionals – We understand the unique needs business professionals face, from concentrated stock positions, stock options and controlled stock, to special borrowing requirements. We work closely with professionals and executives to simplify the complexities that can come with wealth, helping build a comprehensive, flexible and long-term wealth management strategy.