PWM Private Wealth Counsel
HollisWealth, a division of Industrial Alliance Securities
A consistent year (including steadily adding to his client base and growing his AUM to $440 million), Kevin Hegedus returns to the top 10 for 2019. He was also named Advisor of the Year at the 2018 Wealth Professional Awards, as well as Saskatoon Small Business of the Year. Yet what really motivates Hegedus are the deep relationships he has with his clients.
“When I think about being truly proud of something on a deeper level, it really comes down to the significant moments that you have with clients every day,” he says. “These moments happen frequently, but the one that continues to stand out to me was a meeting I had with a client couple. The couple had been clients for a number of years. He had been battling cancer for some time, and at the end of our meeting he gave me a hug and thanked me for the work I had done for him over the years. He then asked me to take good care of his wife. That was the last time I spoke to him; he passed away a few months later. Sometimes we forget the impact we have on people’s lives and the trust they put in us. These moments remind me of why I do what I do.”