PWM Private Wealth Counsel, iA Private Wealth

www.pwmprivatewealth.com

Not all investment advisors are the same. Finding the right advisor to help with your financial investment planning is as critical as choosing the right doctor or lawyer for your needs. Our professional practice lies in providing sound wealth management advice for those comfortable entrusting their wealth to an investment process built around knowledge-gathering and a professional understanding of market fundamentals and tax strategies. At the core of our offerings is a complete financial plan that focusses on Wealth Maximization, Tax Minimization, and Capital Preservation. We've learned who is most likely to benefit from our particular blend of knowledge, experience, and offerings. Our advanced designations give us the capacity to handle very large portfolios, and we've developed a clientele of farmers and farm families, small business owners and pre-retirees. Not all financial advisors have that focus, or that capacity. If you fall into one of these groups, with investments assets exceeding $250,000, we're likely an excellent fit for you. Kevin Hegedus is a Portfolio Manager with iA Private Wealth, and Insurance Advisor with PWM Financial Services Inc. PWM Private Wealth Counsel is a personal trade name of Kevin Hegedus. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

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Not all investment advisors are the same. Finding the right advisor to help with your financial investment planning is as critical as choosing the right doctor or lawyer for your needs. Our professional practice lies in providing sound wealth management advice for those comfortable entrusting their wealth to an investment process built around knowledge-gathering and a professional understanding of market fundamentals and tax strategies. At the core of our offerings is a complete financial plan that focusses on Wealth Maximization, Tax Minimization, and Capital Preservation. We've learned who is most likely to benefit from our particular blend of knowledge, experience, and offerings. Our advanced designations give us the capacity to handle very large portfolios, and we've developed a clientele of farmers and farm families, small business owners and pre-retirees. Not all financial advisors have that focus, or that capacity. If you fall into one of these groups, with investments assets exceeding $250,000, we're likely an excellent fit for you. Kevin Hegedus is a Portfolio Manager with iA Private Wealth, and Insurance Advisor with PWM Financial Services Inc. PWM Private Wealth Counsel is a personal trade name of Kevin Hegedus. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

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City (Headquarters)

Saskatoon

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Employees

11-50

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Founded

2009

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Potential Decision Makers

  • Executive Director , Private Client Group

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  • Chief Executive Officer and Udp and Director

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  • Associate Portfolio Manager

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  • Portfolio Manager

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    Phone (***) ****-****

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