Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Kevin Hegedus is the principal of PWM Private Wealth Counsel and has been prudently building portfolios for Saskatchewan investors since 1991. As quarterback for the firm and senior investment advisor with iA Private Wealth, Hegedus is skilled in taking complex wealth management concepts and simplifying them into easily understood, actionable strategies. He believes, above all, in the strength of a great team and draws on the support of a diverse group of in-house professionals that include Chartered Financial Analysts, Chartered Professional Accountants, an Insurance Advisor, and a client care team. Together, they work to provide a holistic financial planning process tailored to client’s specific needs.
For Hegedus and his team, there’s no greater satisfaction than helping clients achieve financial security. They do this, in large measure, by offering a suite of services and taking the time to create a comprehensive and tailored financial plan that helps reduce tax, manage risk and provide clarity over the long term. Hegedus has helped thousands of Canadians understand their finances and retire with peace of mind.
205-210 Wellman Crescent, Saskatoon, SK, Canada
306 975 9500
khegedus@pwmprivate.com
linkedin.com/in/kevin-hegedus
pwmprivatewealth.com
Kevin Hegedus
Portfolio Manager and Senior Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth
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Bio
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Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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1996–present
2002 – present
2016 – present
2016
2018
Read on
Special Report
Home
Bio
Milestones
Milestones
Insurance Business Magazine | Key Media
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Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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1996–present
2002 – present
2016 – present
2016
2018
Read on
Special Report
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Bio
Milestones
2022
2016
2016 – present
2002 – present
1996–present
2018
Insurance Business Magazine | Key Media
ADVISOR OF THE YEAR, WEALTH PROFESSIONAL AWARDS
SMALL BUSINESS OF THE YEAR AWARD, SABEX, SASKATOON CHAMBER OF COMMERCE
2018
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2016
Human Resources Magazine | key media
MULTI-SERVICE ADVISOR OF THE YEAR AWARD, WEALTH PROFESSIONAL AWARDS
2016
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2016 – present
Human Resources Magazine | key media
INCLUDED IN WEALTH PROFESSIONAL’S TOP 50 ADVISORS LIST FOR SEVEN CONSECUTIVE YEARS
2016 – present
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2002 – present
Human Resources Magazine | key media
HOST OF THE RAWLCO RADIO “MONEY SENSE” PROGRAM FOR OVER 20 YEARS
2002 – present
1997
1996–present
human resources | key media
PRINCIPAL OF PWM PRIVATE WEALTH COUNSEL, FORMALLY PRAIRIE WEALTH MANAGEMENT
1996–present
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Milestones
2018
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
Portfolio Manager and Senior Investment Advisor
PWM Private Wealth Counsel, iA Private Wealth
Kevin Hegedus
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
