Associate Investment Advisor
PWM Private Wealth Counsel
Katy’s role is to assist the advisory team with meeting preparations, client inquiries, and scheduling, primarily working with Kevin Hegedus. She assists with all inquiries related to your account, including account openings, account transfers, contributions, withdrawals, and estate settlements.
Katy has previously been working for a financial institute as an insurance advisor but found that when working from home she missed the camaraderie of an office and decided to make the move to PWM Private Wealth Counsel in 2019. Since then, she has completed her courses to become a licensed Investment Advisor with IIROC.
Katy can be found playing volleyball, golfing, trying out a new restaurant, or really anything that allows her to spend time enjoying the company of her family and friends.