PWM Private Wealth Counsel

Finance · Canada · 11-50 Employees

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Overview

Headquarters

210 Wellman Cres 205, Saskatoon, Saskatc...

Phone Number

(306) 975-9500

Revenue

$8.2 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About PWM Private Wealth Counsel

PWM Private Wealth Counsel is one of Canada's largest independent financial planning firms, founded in 2009 by Kevin Hegedus. The company specializes in comprehensive wealth management services, including discretionary management, financial planning, insurance, estate planning, and tax accounting services, catering primarily to high-net-worth families, individual investors, and corporations. With an experienced team, PWM aims to help clients achieve financial peace of mind through tailored strategies that align with their objectives. The firm emphasizes a holistic approach, addressing all aspects of clients' financial journeys.Explore more
PWM Private Wealth Counsel's Social MediaPopular SearchesPwm Private Wealth CounselPWM Private WealthPrairie Wealth ManagementPrivate Wealth CounselHegedus, Kevin Financial ServiceSIC Code 62,628NAICS Code 52,523Show more

PWM Private Wealth Counsel Org Chart

PhoneEmail
KL
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Head of Marketing & Business Development

PhoneEmail
SG
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Director, Program Innovation and Partnerships...

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PhoneEmail
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SG
Canada flag for contact location.

Insurance Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PWM Private Wealth Counse...

$8.2M
11-50
Private
-
2009
KL
Kevin LasiukHead of Marketing & Business Development
<$5M
1-10
Private
-
-
KR
Kevin RamberranManager, Business
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KW
Kendal WilsonWealth Advisor
<$5M
1-10
Private
-
1988
IL
Irina LaudeAdministrative Assistant, Insurance
<$5M
1-10
Private
-
1991
RY
Robert YoungCertified Financial Planner
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PWM Private Wealth Counsel is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

PWM Private Wealth Counsel is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PWM Private Wealth Counsel.

PWM Private Wealth Counsel Tech Stack

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Frequently Asked Questions Regarding PWM Private Wealth Counsel

What is PWM Private Wealth Counsel's official website?
PWM Private Wealth Counsel's official website is www.pwmprivatewealth.com
What is PWM Private Wealth Counsel's Revenue?
PWM Private Wealth Counsel's revenue is $8.2 Million
What is PWM Private Wealth Counsel's SIC code?
PWM Private Wealth Counsel's SIC: 62,628
What is PWM Private Wealth Counsel's NAICS code?
PWM Private Wealth Counsel's NAICS: 52,523
How many employees does PWM Private Wealth Counsel have?
PWM Private Wealth Counsel has 11-50 employees
What industry does PWM Private Wealth Counsel belong to?
PWM Private Wealth Counsel is in the industry of: Finance, Insurance, Securities Trading
What is PWM Private Wealth Counsel competition?
PWM Private Wealth Counsel top competitors include: Manulife Securities Investment Services, Assante Capital Management, Larry Gaucher, MTM Wealth Planning
What technology does PWM Private Wealth Counsel use?
Some of the popular technologies that PWM Private Wealth Counsel uses are: Salesforce Pardot, Barracuda Networks, BBB For Businesses, Microsoft 365
How do I contact PWM Private Wealth Counsel?
PWM Private Wealth Counsel contact info: Phone number: (306) 975-9500 Website: www.pwmprivatewealth.com
What does PWM Private Wealth Counsel do?

PWM Private Wealth Counsel is one of Canada's largest independent financial planning firms, founded in 2009 by Kevin Hegedus. The company specializes in comprehensive wealth management services, including discretionary management, financial planning, insurance, estate planning, and tax accounting services, catering primarily to high-net-worth famil... ies, individual investors, and corporations. With an experienced team, PWM aims to help clients achieve financial peace of mind through tailored strategies that align with their objectives. The firm emphasizes a holistic approach, addressing all aspects of clients' financial journeys.Read More

What are PWM Private Wealth Counsel social media links?
PWM Private Wealth Counsel Linkedin page PWM Private Wealth Counsel Twitter page PWM Private Wealth Counsel Facebook page
Is PWM Private Wealth Counsel a public company?
PWM Private Wealth Counsel is private company therefore does not currently have an official ticker symbol
See more information about PWM Private Wealth Counsel

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