2. Customers appreciate the exceptional customer service and professionalism provided by PWM Private Wealth Counsel - Financial Planners. They find the staff to be knowledgeable, respectful, and accommodating, making it a stress-free experience to manage their finances and taxes. Clients have full confidence in the team's ability to handle their investments and tax requirements in a professional manner, leading to recommendations to friends and family. 6. Unique facts about PWM Private Wealth Counsel - Financial Planners: - Founded in 2009 by an industry veteran who entered the investment industry in 1991. - Expanded to include a team of professionals, including portfolio managers, insurance advisors, chartered financial analysts, planners, and counselors. - Hosted hundreds of tax and investment seminars attended by thousands. - Kevin Hegedus received prestigious awards such as the B2B Bank Award as Multi-Service Advisor and Advisor of The Year 2016. - PWM is now one of Canada's largest independent financial planning companies with decades of experience. 7. PWM Private Wealth Counsel - Financial Planners specializes in providing a holistic approach to financial, tax, and estate planning. They focus primarily on high-net-worth families and individual investors, emphasizing trust, integrity, hard work, and ethics in all their client relationships. With their team of experienced professionals, PWM ensures a personalized and comprehensive approach to managing their clients' financial affairs.