PWM Private Wealth Counsel | Tax Preparation Services

After becoming a separate entity in 2016, we expanded our services and resources to not only support our investment clients, but to also accept clients who are specifically interested in tax and accounting services only.

We have a dedicated team of Chartered Professional Accountants, Bookkeepers and Admin on staff. Our intimate knowledge of financial planning and personal finance, which are our other areas of focus as licensed Investment Advisors gives us a fresh approach to tackling your tax situation, often finding opportunities where others may not.

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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