Recent News

Recent Recognition

We are incredibly honored to announce that after the recent Wealth Professional Magazine Awards in Toronto, PWM Private Wealth Counsel - HollisWealth has been named Top Advisor Office (10+ Staff), and Kevin Hegedus has been named Canadian Advisor of the Year! Special thanks to the industry professionals that considered us deserving, our incredible staff, and our clients that are a pleasure to work with each-and-every day! This is a tremendous honor, and we are humbled, to say the least. A special congratulations to Kevin Haakensen who was a finalist for Best Advisor (Alternative Investments) – his significant work that has gone into providing alternative offerings for our clients to help manage volatility and smoothen out returns in their portfolios is getting recognized industry-wide as being ahead of the curve – and that’s something to be proud of!
We were also truly delighted that for these industry-wide awards our office was named as a finalist in the Engagement, Loyalty & Client Care Category, and the Outstanding Philanthropy & Community Service Category. This was a monumental year and we look forward to continuing to bring the same level of excellence to everything that we do here at PWM Private Wealth Counsel, whether it be helping our clients achieve peace of mind and reach their financial goals, creating a stable and positive work environment for our staff, or building a stronger community for future generations.

Life After Harvest

The team at PWM Private Wealth Counsel, Holliswealth appreciate that not every farm family is the same.  That's why our team of highly accredited advisors works with you - at every stage in life - to ensure the success of your farm and your family from one generation to the next.

 The Life After Harvest seminar series has been developed and refined to help walk you through how to:

• Enjoy a financially-protected retirement
• Increase the value of your farm
• Maintain the success of your operations
• Minimize the stress of operating a business
• Reduce your income taxes
• Create a transition plan that works for you
• Preserve your family harmony

For more information visit the Life After Harvest page.