PWM Private Wealth Counsel - Financial Planners

PWM Private Wealth Counsel - Financial Planners Kevin Hegedus founded PWM Private Wealth Counsel in 2009. Its conception had been in the works for years, as Kevin Hegedus entered the investment industry in 1991 and expanded his expertise. As the firm grew, they added staff, including portfolio managers*, insurance advisors*, chartered financial analysts, chartered financial planners, and chartered financial counselors. Kevin believed that a holistic approach, which saw financial, tax, and estate planning as equally vital components, would transform how people saw the industry. These three services are what PWM is built upon. PWM started to expand rapidly. They hosted countless tax and investment seminars, with thousands of attendees. In 1999, Kevin began a standard radio show called "Money Sense." The show has been on air for more than 20 years. He soon rose to the top advisor position in the corporation and PWM became one of Hollis Wealth's highest advising companies. In 2016, Kevin won the B2B Bank Award as Multi-Service Advisor and Advisor of The Year 2016. And the Mandeville Private Client Inc. Award in Advisor of All Time for Canada 2018. PWM is now one of Canada's largest independent financial planning companies. PWM has 21 employees and decades of experience. PWM focuses on high-net-worth families and individual investors. Our Prairie roots have not stopped us from serving clients across the United States. Our reputation and business rest on trust, integrity, effort, and ethics. We promise this to all our clients every day.