FEATURES
TOP 50 ADVISORS 39
38 KEVIN HEGEDUS Practice: PWM Private Wealth Counsel Firm: iA Private Wealth Location: Saskatoon, SK
ROBERT LUFT Practice: Luft Financial Firm: iA Private Wealth Location: Vancouver, BC
With 22 years of industry experience and more than $300 million in assets under management, Robert Luft is back on the Top 50 Advisors list after a one-year hiatus. Throughout his journey of success, Luft has been driven by a singular passion. “My passion was, and still is, meeting with people, understanding their needs and helping them navigate the world of financial planning and investment management,” Luft says, adding that he derives the greatest satisfaction from hearing clients share the impact his team has had on their lives. Now, Luft has his sights on expanding his team with other like-minded advisors who want to do the right thing for clients. He also envisions his role in the practice evolving over the next 10 years to encompass not just working with clients, but also mentoring the next generation of team members.
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A 31-year veteran of the industry, Kevin Hegedus now has more than $530 million in AUM – a testament to his passion, strong work ethic and commitment to professional service. “From a young age, I have had a passion for working with numbers and a talent for building relationships,” Hegedus says. “Helping people solve problems has always been important to me, so this industry was a natural fit.” Hegedus also cites his primarily fee-based model of compensation, which he transitioned to in 2011, as a key element to his practice’s success, though he continues to offer traditional commission-based accounts on a limited basis. In addition to the ongoing enhancement of overall client service levels, Hegedus aims to deepen his practice’s bench with portfolio management expertise – which he views as prudent given the all-time highs in the markets – as well as expertise in accounting and tax.
37 NADER HAMID Practice: Total Wealth Management Group Firm: iA Private Wealth Location: Pointe-Claire, QC
In his fee-based portfolio management practice, Nader Hamid takes a scientific approach to finance. “I wanted to create a practice based on a foundation of research and a robust process, where the focus was never on sales but on bringing the best results for our clients,” he says. “The goal was to simplify their wealth management experience to help them achieve peace of mind.” Staying true to the practice’s mantra of continuous improvement, Hamid and his team are carrying on with the digital improvement initiatives they’ve taken on over the past two years and scrutinizing portfolios with an eye toward building resilience through alternative investments. Inflation and a post-COVID-19 shift in consumer preferences are also turning into points of focus, though Hamid says he’s sticking to his conviction in favouring highquality businesses as an anchor for his practice’s investment style.
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24/02/2022 3:39:47 am
