PWM Private Wealth Counsel - Financial Planners
50 Reviews
- Thursday8:30 AM–5 PM
- Friday8:30 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5 PM
- Tuesday8:30 AM–5 PM
- Wednesday8:30 AM–5 PM
About the Business
PWM Private Wealth Counsel | Saskatoon, Saskatchewan Financial Planner & Advisor | PWM Private Wealth Counsel, a financial planner & financial advisor based in Saskatoon, Saskatchewan, provides a true holistic approach of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services.
Contacts
Website
Call Us
+13069759500
210 Wellman Crescent Unit 205, Saskatoon, SK S7T 0J1
Hours
- Thursday8:30 AM–5 PM
- Friday8:30 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5 PM
- Tuesday8:30 AM–5 PM
- Wednesday8:30 AM–5 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Wheelchair-accessible washroom
- Washroom
- Language assistance
Recommended Reviews
Bill Briscoe
08.10.2023
PWM Private Wealth Counsel - Financial Planners
Very friendly staff greeting (Kathy) - professional and informative meeting (Kevin). Very pleased with PWM account handling and would highly recommend PWM to family and friends!
Carey Kunkel
01.10.2023
PWM Private Wealth Counsel - Financial Planners
Very professional group. More than just your usual buy RRSPs and bonds group. Much more than that. Always answers questions you may have, promptly.Gives great advice and direction for your investments. Meets with you at least twice a year to review your portfolio.Best group of people we've ever dealt with when it comes to our portfolio.We're very happy and satisfied having PWM taking care of our portfolio.It's a group we fully trust.
Donna Milbrandt
24.09.2023
PWM Private Wealth Counsel - Financial Planners
Friendly office staff. Very accommodating in fitting into my schedule when in Saskatoon. Provides indepth explanations into where investments are with associated rationale. Weathering the current market in positive manner....limitings losses and finding some gains along the way.Thanks, Chris
Ken
22.09.2023
PWM Private Wealth Counsel - Financial Planners
Unlike the products offered from the banks we have dealt with all our working lives, our money is invested and still growing. Our investments with PWM Private Wealth Counsel - Financial Planners has enabled us to live our retirement on our terms and also to plan an inheritance for our children. Our financial planners are local people that know us and are aware of our needs. Should we need to contact them, an in person meeting can be easily setup. From investment advice to tax planning they have the answers.Ken and Donna Sikorski
Vaughn/Jami Engel
21.09.2023
PWM Private Wealth Counsel - Financial Planners
Excellent team and planning approach. PWM regularly schedules in person or online reviews of our retirement plan, offers background on prior market results and communicates a solid go-forward strategy that's usually based on past trends. We appreciate the transparent and proactive approach!!
Fritz Schumann
12.09.2023
PWM Private Wealth Counsel - Financial Planners
Kevin Hegedus at PWM is a very trustworthy person with exceptional financial knowledge. He and his team are very knowledgeable and can help you manage your requests in a timely manner with excellent communication skills. Their clients interests are always their goals. Since we joined PWM with Kevin as our advisor I have full trust in their decisions and explanations.
Andrea Schumann
29.08.2023
PWM Private Wealth Counsel - Financial Planners
Advisor Kevin Hegedus at PWM Private Wealth Council is a certified financial advisor with ethical standards. He has expert knowledge in wealth management to advise, guide and to manage volatility in your portfolio. He and his team hasdeep knowledge in analytical thinking and meets regulatory requirements.Kevin has great interpersonal communication skills. Schedules regular portfolio reviews twice a year. Kevin has very high professional goals of building one of Canadas top independent firms.
Murray Tempel
16.08.2023
PWM Private Wealth Counsel - Financial Planners
Our advisor Riley Sittler has given us sound advice as we transition into retirement, with our best interests in mind. He has been very accessible, and we meet at least semi-annually. He had answered all our questions thoroughly, and given us clear rationale regarding our investment decisions. We value PWM’sguidance and their team approach to management of our finances.
Max Gooding
28.07.2023
PWM Private Wealth Counsel - Financial Planners
PWM has been super helpful and effective at managing my finances and taxes. They reply quickly to any questions I have and are super friendly and accommodating. All around great to work with and a very stress-free way to control your financial life.I have and will continue to recommend friends and family to PWM!
Barry Stevens
15.07.2023
PWM Private Wealth Counsel - Financial Planners
PWM Private Wealth Counsel are the best Investment Advisors I have dealt with over my business career and into retirement. They provide services related to investing, income tax, insurance and estate planning. They are quick to answer any questions I have had to date. They provide timely reviews of my investment portfolio and are continually researching regular and alternative investment types to ensure their clients are getting the best return possible.
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210 Wellman Crescent Unit 205, Saskatoon, SK S7T 0J1
PWM Private Wealth Counsel - Financial Planners