Our Advisors

The partners who guide our firm & their team of experts

 

One team of specialists focused on you.
Committed to professionalism – and your financial success.

 

PWM Private Wealth Counsel’s team of highly educated, skilled and dedicated financial services professionals is driven by a sincere passion to help you succeed. What’s more, professional ethics and integrity are woven into all aspects of our day-to-day operations. Each team member is committed to a strict code of ethics and guided by shared core values, a strong culture and experienced leadership.

“Our team shares a vision for a better way of delivering financial services and brings a proven pool of experience and industry insight.”  Sean Meshke

 

Kevin Hegedus

Kevin Hegedus, CFP®, CIM

Portfolio Manager
Executive Director, Private Client Group
Senior Investment Advisor
HollisWealth, a Division of Industrial Alliance Securities Inc.
Insurance Advisor, HollisWealth Insurance Agency Ltd.

PWM Private Wealth Counsel founder and CERTIFIED FINANCIAL PLANNER® Professional Kevin Hegedus has helped build the portfolios of many Saskatchewan investors since entering the financial industry in 1991. He believes, above all, in the strength of a great team and – as quarterback for the firm and Senior Investment Advisor with Scotia Capital Inc. – draws on the strength and support of a diverse group of specialists including a Chartered Financial Analyst, a Chartered Accountant, an insurance specialist and a client relations department. Together, they work to provide clients with the most comprehensive financial planning process available in the industry.

Kevin Haakensen

Kevin Haakensen, BComm, CIM, FMA, FCSI, CFA®

Portfolio Manager
Senior Investment Advisor
Executive Director, Private Client Group
HollisWealth, a Division of Industrial Alliance Securities Inc.
Insurance Advisor, HollisWealth Insurance Agency Ltd.

A partner at the firm, Kevin Haakensen joined in 2008. While honing his skills at a boutique firm for 10 years and obtaining his CFA charter and three other professional designations, he helped develop financial plans, investment, succession and complex tax strategies for a variety of high calibre Canadian companies. Before joining PWM Private Wealth Counsel, he provided start-up companies in Saskatchewan with business mentoring, financial strategies and seed stage venture capital funding. He is well versed in all stages of the business development and succession cycles with entrepreneurs, multi-generational companies and farm families.

Sean Meshke

Sean Meshke, BComm, CFA®

Investment Advisor
HollisWealth, a Division of Industrial Alliance Securities Inc.

Sean is committed to building client relationships and is driven by helping clients reach their financial goals. A Bachelor of Commerce graduate of the University of Saskatchewan, majoring in Finance, he honed his business skills over nearly two decades, providing analysis to both a financial institution and telecommunications company. Sean has also attained what’s considered the most rigorous and coveted designation in national and international finance and investment analysis: the Chartered Financial Analyst (CFA) designation, ranked by The Economist as “the gold standard among investment analysis designations.”

Mike Tornopolski

Mike Tornopolski, CPA, CA, MPACC

Investment Advisor
HollisWealth, a Division of Industrial Alliance Securities Inc.

A native of Winnipeg, Mike completed his Bachelor of Commerce at the University of Manitoba. He then moved to Saskatoon to pursue a CA designation and Master of Professional Accounting at the University of Saskatchewan then articled with Deloitte. Mike’s passion and expertise in personal financial planning include valuation and business advisory services, financial statement preparation, corporate and personal tax preparation and planning.

web chris

Chris Kostyk, BComm, CPA, CA

Associate Investment Advisor                                                                                                                                                                                                                                                                               HollisWealth, a division of Industrial Alliance Securities Inc.

Chris holds a Bachelor of Commerce from the University of Saskatchewan. He obtained his Chartered Accountant (CA) designation while articling at Deloitte LLP in Saskatoon where his functions included audit and assurance, corporate and personal tax, financial statement preparation, and risk analysis. Following Delloite, LLP, Chris worked in the mining and resource sector, in the areas of financial reporting, treasury and valuation, as well as public sector with a focus on budgeting and cost controls. As a member of the PWM Advisory Team, Chris plays a key role in financial/retirement planning, as well as the operations of the firm's tax/accounting practice.

Stewart Gillott

Stewart Gillott

Insurance Advisor
HollisWealth Insurance Agency Ltd.

Stewart has spent his whole life in Saskatoon, and began his career in the insurance industry business back in 1994 with Standard Life. He has worked for several companies over his 23 years and has held various positions during this time. Stewart’s extensive experience allows him to provide customized risk management solutions for both personal and corporate clients. He is dedicated to helping you protect your assets and wealth against a financial loss due to unexpected injury, illness or death. Stewart is able to help you choose the products and services most appropriate to your specific needs and stages in life.