Practice: PWM Private Wealth Counsel
Firm: Hollis Wealth, a division of Industrial Alliance Securities
Location: Saskatoon, SK
Kevin Hegedus is making his fifth appearance on the Top 50 Advisors list in 2021. While the 29-year industry veteran admits that 2020 was one of the more challenging years he’s witnessed, he says his goals remain the same. “My long-term goal remains to continue advising,” he says. “With the positive changes we have made in our business and with the team that we have built, I find this business rewarding on many levels.”
In addition to ramping up safety protocols during COVID-19, PWM implemented digital forms of communication with clients to provide market commentary and portfolio updates.
“Our portfolio models were well positioned prior to the pandemic,” Hegedus says. “We’ve introduced a number of alternative investment strategies over the past few years, which helped to protect our portfolios by avoiding the majority of the market decline.”