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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.
PWM Private Wealth Counsel, a financial planner & financial advisor based in Saskatoon, Saskatchewan, provides a true holistic approach of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services. Saskatoon, Prince Albert, Regina, and Swift Current, Saskatchewan, Canada.
iA Private Wealth Inc. Is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Alternative Investments are not suitable for all types of investors. please obtain independent professional advice, in the context of your particular circumstances.
