THE FRANKLIN TEMPLETON INVESTMENTS AWARD FOR
TOP ADVISOR OFFICE 10 STAFF OR MORE WINNER PWM Private Wealth Counsel (HollisWealth)
FINALISTS Harbourfront Wealth Management Lawton Partners Nicola Wealth Management Northland Wealth Management Polson Bourbonierre Derby (HollisWealth)
RGF Integrated Wealth Management T.E. Wealth
IT’S BEEN quite a year for PWM Private Wealth Counsel. Not only did the firm surpass $600 million in AUM, but it also took home the coveted award for Top Advisor Office (More Than 10 Staff). Portfolio manager Kevin Hegedus attributed PWM’s success to its approach to wealth management and the quality of its 16-member team.
“It takes a long time to build a successful team and get people to gel and connect really well. It took years to do it, but we are finally there” KEVIN HEGEDUS PWM Private Wealth Counsel
(iA Financial Group)
Wise Riddell Financial Group
PROUDLY SPONSORED BY
Franklin Templeton Investments is a global leader in investment management with clients in over 170 countries. Here in Canada and abroad, we are dedicated to one goal: delivering exceptional asset management for our clients. At the core of our success is our multiple independent investment teams – each with a focused area of expertise, from traditional to alternative strategies and multi-asset solutions. This expertise in Canada, combined with extensive global resources and a focus on excellence, has made us a trusted partner to generations of advisors and investors.
“More than anything, it’s the holistic approach we take,” Hegedus said. “We have two chartered accountants on board and insurance specialists, so we really do the full gamut of financial planning, not just specializing in one area. It takes a long time to build a successful team and get people to gel and connect. It took years to do it, but we are finally there.” Jim Vlahos, senior vice-president of sales at award sponsor Franklin Templeton Investments, said: “We are a big believer in the value of advice – not just giving updates and market insights, but helping advisors grow their business, and this team has done that and put clients first.”
Kevin Hegedus PWM Private Wealth Counsel
Jim Vlahos Franklin Templeton Investments
For more information, visit franklintempleton.com
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WPA18 Commemorative Guide-SUBBED.indd 54
12/06/2018 5:46:32 AM