We've had the pleasure of working with some wonderful people over the years and they have been gracious enough to help us show you what you can expect by becoming a client with our firm.
"You are an integral part of our retirement planning"
You have given us exemplary personalized service over the past many years. Your understanding of our needs and wants coupled with your knowledge of our ability to accept risk for our investments has been so important to us. Your regularly scheduled personalized reviews of our portfolios are so important to us—we always leave feeling like we have received a good overview and an understanding of what is happening with our portfolio. Your suggestions to improve our portfolios to deal with our lifestyle changes and taxation issues have all been welcomed. The many, many seminars that your office has planned and presented have always increased our knowledge. You and your colleagues at PWM Private Wealth Counsel - HollisWealth, (and previously as Prairie Wealth Management) -- have all been so friendly and responsive to any questions or concerns we have had over the years. This knowledge and your service have given us a positive outlook for the future—for Margaret’s retirement and Bill’s pending retirement. We look forward to many more years of your wonderful customer service and your friendship!
Bill and Margaret
"Your professionalism will be hard to match!"
Congratulations on being a finalist for this prestigious award! Your professionalism will be hard to match! You have served my financial interests exceptionally well since I met you in Prince Albert in April 2004. Being an immigrant from South Africa, having arrived in Canada May 2002, you have guided me over 14 years into my retirement since June 2017.
Now, retired at the age of 73, reaping the benefits of a conservative approach to my investments with PWM Private Wealth Counsel - HollisWealth, with you at the helm.
Thank you most sincerely, and I have peace of mind, knowing that you excel in taking care of my interests, and still walking those extra miles for me.
God Bless - Kindest Regards
"Trust is the basis ..."
When we first started to search for someone to advise us regarding our finances, three things were important to us.
- Trust is the basis. If you don’t have trust, nothing else matters. Kevin has earned our trust by being a certified financial planner. This tells us that he has invested in his own education which helps give us confidence in his advice. He has a track record of 15 years as our advisor.
- Relationships - When you have built up trust, you can build a solid relationship. Kevin has taken the time to get to know us as we have worked on getting to know him and his staff. We talk about each other’s family when we have our quarterly financial updates. Kevin continues to be a learner about his business and provides opportunities for clients to be educated about trends and new products.
- Communication - In the world of finances, change is constant, at times dramatic. We receive monthly emails, telling us about current conditions around the world with background material to help us more fully understand the situation. Kevin schedules regular personal meetings where we compare our portfolio to the past year and alternative markets. He is always open to our questions and explains matters in a language we understand. Kevin also gives back to his community which shows us the strength of his character.
"Exhibits exemplary customer service ..."
We have been fortunate enough for the past 10+ years to enjoy a professional relationship with Kevin, and have found him to be not only informative and well versed in anything relating to the financial markets but also he has taken it upon himself to learn about our own personal situation and how it relates to today's market situations.
Over the years, we have found Kevin to be receptive to our ideas and needs and has provided us with answers to the many questions that have come up regarding our portfolio. Kevin has a great respect for risk management and has always kept our portfolio in accordance with our particular risk level. We are one of Kevin’s out of province clients and we appreciate the effort he makes to keep us informed and up to date. He is always in constant contact with us, he takes the time to fly out and consult with us one on one every year, which we greatly appreciate.
In our humble opinion, Kevin has definitely “earned his keep”, as he exhibits exemplary customer service and because of this, we feel he is a deserving candidate for any award.
Ann & Steve Martens
"Innovative, accessible, and personable ..."
My first association with Kevin Hegedus dates back to 1997 in his early days as a financial advisor. I was attracted to Kevin at that time as I attended an information seminar about flow-through shares - a financial product and strategy that I had never heard about. He took the time to explain the concept and answer my questions so I could make an informed decision. I never felt that I was being sold a product.
Kevin has been committed to providing ongoing state of the art educational seminars across the province and to providing comprehensive financial plans for clients. His partnership with Kevin Haakensen has facilitated his move toward discretionary wealth management. They have continued to evolve and innovate and have developed alternative investment strategies to better serve and protect their clients in this time of low-interest rates and increased market volatility.
Kevin is always there for us with his personal approach to our changing financial needs as we transition to retirement in these turbulent times. In addition, it is important to us that Kevin is not only successful but philanthropic and supportive of many charitable initiatives in our community.
Over our 20-year plus association with Kevin, we have come to consider Kevin not just a trusted advisor, but a friend.
Bruce & Barb
"He cares very much how his clients feel ..."
We first met Kevin when he spoke to a group of Saskatoon Construction Association members. At the time, we had our money invested in a bank and were looking for a more personal representative that wouldn’t change every couple of years. We found that person in Kevin. We liked his philosophy and what he had to say to the group. He was just starting his business and we appreciated the attention he gave us as we had just come into a substantial (to us) amount of money and needed good advice.
We haven’t looked back. Kevin engaged a financial planner, (we didn’t have a long-term plan), we have had our insurance needs reviewed numerous times by his amazing staff, and have attended special guest speaker events brought in to educate his clients. As his business has grown, we still feel that he and his growing staff, are giving us just as much attention as in the beginning. He cares very much how his clients feel, and makes sure they understand what is happening in the market. When the market drops, and we may feel we’ve lost some of our investment, we meet with Kevin and leave feeling much better and more confident. We are now retired and are so relieved that over that last 21 years, Kevin has carefully invested our money, and found safe, reliable steady investment vehicles for us.
We have no intention of ever changing to a different investment advisor. We feel that Kevin is one of the best advisors in the business.
Helen & Erling A.