PWM Private Wealth Counsel was founded in 2009 by Kevin Hegedus but was in the making for many years prior. Entering the investment industry in 1991, Kevin worked tirelessly at growing his knowledge and expertise. As the firm grew additional professionals were added including insurance advisors*, portfolio managers, chartered financial analysts and chartered financial planners.
Kevin believed that taking a holistic approach where tax, estate, financial and cash flow planning were equally important as the investment choices you make, would change how people viewed the industry. The integration of all these services were new at the time and are still the cornerstone of PWM today.
The firm quickly grew as PWM hosted hundreds of investment and tax seminars over the years to thousands of people. Kevin began hosting a financial radio program called “Money Sense” in 1999 and it has been running for over 20 years. Kevin became one of the top advisors in his company, and PWM has become one of the top advising firms within Hollis Wealth, now iA Private Wealth Inc. Kevin was honoured to receive two WP awards, the B2B Bank Award for Multi-Service Advisor of the year in 2016 and the prestigious Mandeville Private Client Inc. Award for Advisor of the year for all of Canada in 2018.
Today PWM has grown to be one of the largest independent financial planning firms in Canada. With 21 team members and decades of combined experience, PWM focuses primarily on the needs of high-net-worth families, individual investors, and corporations.
Our roots are in the prairies, but we service clients across the country. We have built a business and reputation on hard work, ethics, and trust. This is what we promise to deliver to our clients everyday.