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Recent Recognition

My PostWe 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.

 

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