PWM Private Wealth Counsel

Creating a Lasting Impact: Giving with Purpose

December 19, 2024

Philanthropy is a powerful way to shape one’s legacy, creating a meaningful impact that can inspire generations.

Your Year-End Financial Planning Checklist

December 13, 2024

With the arrival of cooler and shorter days, it is a reminder that there are only a few months remaining in the calendar year

Protecting Your Family and Finances Amid Dementia

December 5, 2024

The deterioration of the brain, however, robs people of the latter. For that individual, coming to terms with the reality, confusion and memory loss must be terrifying. For loved ones turned carers, it is heartbreaking and the emotional toll heavy.

Empowering Future Generations Through Financial Literacy

November 20, 2024

In Canada, November is recognized as Financial Literacy Month, making it an ideal time to dive deeper into what you know and where you can improve

Mindful Retirement

November 5, 2024

For retirees, finding a life purpose can be particularly important because retirement often represents a significant transition from a structured work life to a more open and unstructured phase.

What Type of Wealth Advisor Fits Your Needs?

October 28, 2024

Picking the right type of wealth advisor is one of the most challenging things when making this decision. First, you must consider why you need a wealth advisor is the first place. Is it for a single task or ongoing assistance.

Navigating Politics and Your Investments

October 28, 2024

Election seasons in Canada and the US further shift the media’s focus, raising concerns among clients about potential market volatility.

Do You Really Need Insurance?

October 28, 2024

If there is anyone relying on you financially, you need life insurance. The day that you die, your income stops. But your dependants will still have to pay for your mortgage, groceries, heat and all of the other bills

Brian’s Tax Tips – A Look Back

October 28, 2024

Starting at PWM Tax and Accounting last winter was my 21st year practicing as an accountant. When I started, we had just emerged from one of the worst droughts in Saskatchewan and BSE was just about to be found in Saskatchewan.

Kevin Hegedus becomes registered as a Portfolio Manager with Q Wealth Partners

September 20, 2024

Kevin founded PWM in 2009 and has been in the financial services industry since 1991. PWM joined Q Wealth as a Partner firm in March 2024

2024 U.S. Election and the Potential Impact on Our Portfolios

September 5, 2024

There is no doubt, however, that the current campaign is anxiety inducing for investors. Canada may be gearing up for its own divisive political battle, but its noisy neighbour is a behemoth that dominates news cycles.

No Champagne but a New Interest Rate Era has Begun

August 7, 2024

In the end, it was an anti-climax. After months of speculation and conjecture, the Bank of Canada has reduced its benchmark interest rate for the second successive time. But the markets, which had already priced the cuts in, gave an indifferent shrug.

Navigating Your Prized Cabin Investment

July 23, 2024

Cabins were all the rage in recent years past—and that’s precisely why they’re still an investing hot topic in 2024.

Stars Have Never Aligned Better for Canadian Property Investors

June 25, 2024

It’s the dream of millions: to own a house and plant your flag on a piece of property. This achievement, which for many begins as soon they start collecting a pay cheque, is tangled with emotion, memories and attachment.

Sharing is Caring – and More Tax Efficient

June 17, 2024

For those of you still shaking off the hassle of this year’s returns, the planning for next year should start now.

Taking the Risk Out of Retirement Income

June 10, 2024

For those heading towards or already in retirement, now is not the time to gamble with your future.

Digesting the Proposed Capital Gains Tax Hike

May 14, 2024

History, ultimately, will be the judge of the recently proposed capital gains tax hike.

PWM Private Wealth Counsel Joins as the Newest Member of the Q Wealth Partnership

March 25, 2024

Q Wealth Partners extends its National presence to Saskatchewan with the addition of a marquee advisory team in Saskatoon this month.

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including PWM Private Wealth Counsel. As a client of Q Wealth, you may receive services from both Q Wealth and PWM Private Wealth Counsel. Note that individuals from PWM Private Wealth Counsel will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. PWM Private Wealth Counsel may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

Kevin Hegedus is the founder of PWM Private Wealth Counsel with offices in Saskatoon, Prince Albert, and Swift Current, Saskatchewan, Canada.
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Insurance products and services are offered through PWM Financial Services Inc.

PWM Tax & Accounting Services is not related to and is an independent third-party business from PWM Financial Services Inc. and PWM Private Wealth Counsel.

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