We would like to congratulate Kevin Hegedus, Founder, Senior Wealth Advisor, and Certified Financial Planner at PWM Private Wealth Counsel on becoming a Portfolio Manager with Q Wealth Partners. 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.
Kevin believes, above all, in the strength of a great team and draws on the support of a diverse group of specialists. Together, they work to provide clients customized wealth management services such as financial planning, estate and retirement planning, insurance, tax reduction strategies, risk management, group benefits, and more. “With our partnership with Q Wealth, our clients have access to some of the top portfolio managers in Canada with sophisticated investment strategies and portfolio construction techniques – a truly holistic approach focused on not only returns, but also risk management. I’m thrilled to be part of this team”.
In his new role as Portfolio Manager with Q Wealth Partners, Kevin looks forward to elevating the client experience at PWM while integrating Q Wealth’s broader investments solutions through a diversified, “pension style” investment approach. With a fiduciary duty to act in clients’ best interests, portfolios are constructed to meet financial goals, in line with the financial plans and risk profile work clients complete at onboarding and through their regular meetings.
Jared Rabinowitz, CEO of Q Wealth Partners states, “Q Wealth, being member owned and governed, is very selective about who we admit as Partners. Kevin and his team are first class human beings, who care deeply about their clients, and have built a practice where quality and value are evident in everything they do. From their family office style comprehensive process, to their beautiful offices, PWM exemplify the standard for Q Wealth Partners. What’s more, we’re thrilled that Kevin is now registered as a full Advising Rep (Portfolio Manager) with us. This will only take things to the next level”
As a Portfolio Manager at Q Wealth Partners, Kevin is set to play a pivotal role in driving the firm’s growth and enhancing client success. With his deep expertise and commitment to delivering exceptional financial solutions, he is a powerful asset to the team.
