3 Best Financial Services in Saskatoon, SK

You have given us exemplary personalized service over the past many years. Your understanding of our needs and wants coupled with your knowledge of our ability to accept risk for our investments has been so important to us. Kevin’s regularly scheduled personalized reviews of our portfolios are so important to us—we always leave feeling like we have received a good overview and an understanding of what is happening with our portfolio. Kevin’s suggestions to improve our portfolios to deal with our lifestyle changes and taxation issues have all been welcomed. The many, many seminars that your office has planned and presented have always increased our knowledge. You and your colleagues at PWM Private Wealth Counsel (and previously as Prairie Wealth Management) -- have all been so friendly and responsive to any questions or concerns we have had over the years. This knowledge and your service have given us a positive outlook for the future as we enjoy our retirement. We look forward to many more years of your wonderful customer service and your friendship.

When you meet Kevin, he will be very businesslike, as he should be, but trust me his real interest is in you. If you don’t understand what he is saying, he will ask you to comment. And when I didn’t understand he told me in a way I did understand, and it wasn’t in a condescending way. It was like we were learning together where my money was going and why. The discussions about my feelings about risk versus reward regarding the management of my money were paramount in his mind. His concerns about my comfort as to how he was doing things were first and foremost. Other than quarterly reviews I would get emails and calls regarding my thoughts about making changes. Trust me…that is rare to that find in a CFP. I have never met a person more committed to the well-being of another person’s wealth management than Kevin Hegedus …never. And I have dealt with many over the years. I invested in Kevin because I am a very good reader of people, and he is the real deal.

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.

It has been such a pleasure working with Curtis and the Precision Financial team. Curtis has taken the time to understand our financial goals, generate a plan to work toward those goals, and made the process of setting up all of the products within our portfolio a breeze. Curtis provides personalized service and is always highly responsive, which is a refreshing experience differentiated from other large financial advisory firms. I highly recommend working with Precision Financial.

Curtis has made my financial journey a lot easier than it was trying to do it on my own. Always quick to respond to my questions, he has made me feel like a valued client. I would recommend anyone who doesn't even know where to start to talk to Curtis and his team, they know what they're doing and will set you on the right path quickly and efficiently.

Curtis is extremely intelligent, personable and trustworthy. When I retired a few years ago I put my complete trust in him after another friend/accountant made a recommendation to involve Curtis in my financial planning with my pension funds. I have not looked back since and have not regretted my decision one single bit. Thank you Curtis and Precision Financial. I would highly recommend you and your services to anyone.