PWM Private Wealth Counsel

Happy New Year! 🥂 This year brought many changes, and we are grateful for your trust in us throughout your financial journey. Here’s to a new year filled with growth, opportunity, and shared success. We look forward to helping you achieve your goals in 2025! #HappyNewYear

🎙𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 – 𝗧𝗵𝗲 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁’𝘀 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 This week on Money Sense, Ron Brown, CPA, CA, shares his insights into the financial planning process from an accountant’s point of view. Ron discusses why proactive planning is essential for long-term success and how the right strategy can help you maximize wealth, minimize taxes, and avoid costly mistakes. 📌 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: - Start Early: The sooner you plan, the better positioned you are for financial success. - Avoid Common Pitfalls: No plan or delayed planning can lead to missed opportunities and unnecessary risks. Listen to the full episode: https://bit.ly/3Dqdamh 🔔 Join us every Saturday at 11 a.m. and Sunday at 5 p.m. CT on 650 CKOM. #Accounting #FinancialPlanning #RadioShow

𝗛𝗮𝗽𝗽𝘆 𝗛𝗼𝗹𝗶𝗱𝗮𝘆𝘀 𝗳𝗿𝗼𝗺 𝗣𝗪𝗠 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗖𝗼𝘂𝗻𝘀𝗲𝗹! 🎁 We are sharing a unique gift with you today. Clients invested in the Q Wealth Partners Select Strategic Assets Fund are tuned into something special: exposure to the ICM Crescendo Music Royalty Fund – an alternative investment that generates returns from song catalogues. And what’s the season without a little festive music? While holiday songs make up just 1% of the total catalog, here’s some holiday cheer straight from the portfolio! 🎄 Listen to the playlist here: https://bit.ly/3DlNI1e #HolidayPlaylist #Christmas

From all of us at PWM Private Wealth Counsel, we wish you a warm holiday season filled with love and laughter!❄️ #HappyHolidays

🎙 𝗧𝗵𝗲 𝗦𝗮𝗻𝘁𝗮 𝗖𝗹𝗮𝘂𝘀 𝗥𝗮𝗹𝗹𝘆 𝗮𝗻𝗱 𝗮 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗳𝗼𝗿 𝟮𝟬𝟮𝟱 This week on Money Sense, Andrew Rodych, Portfolio Manager with Q Wealth Partners, and a Partner at PWM Private Wealth Counsel, dives into the Santa Claus Rally – a seasonal phenomenon that has investors watching the markets closely during the holidays.   Why do stocks often surge in the final week of December and into the New Year? Andrew breaks down the data, explores the potential drivers, and shares what this could mean as we head into 2025.   📌 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: - What is the Santa Claus Rally? A year-end boost in stock prices, typically during the last week of December into early January. - Historical Trends and 2025 Outlook: Stats show a consistent pattern of positive market returns during this period, offering insights into what it might signal for your investments in the new year. Listen to the full episode: https://bit.ly/49YEIvv   🔔 Join us every Saturday at 11 a.m. and Sunday at 5 p.m. CST on 650 CKOM.   #SantaClausRally #MarketTrends #RadioShow

🎙 𝗛𝗼𝘄 𝗠𝘂𝗰𝗵 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗗𝗼 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱?   This week on Money Sense, Stewart Gillott, Insurance Advisor at PWM Financial Services Inc., dives into how to determine the right amount of insurance for you and your loved ones. From protecting your family’s future to covering unexpected life events, getting the balance right is essential. Stewart breaks down the three core types of insurance: life insurance, disability insurance, and critical illness insurance.   📌 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   - 𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲: Ensuring your family’s financial security if the unexpected happens. - 𝗗𝗶𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲: Protecting your income when you can’t work. - 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗜𝗹𝗹𝗻𝗲𝘀𝘀 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲: Financial peace of mind during serious health challenges. Learn how to strike the right balance and build a safety net that suits your life. Listen to the full episode: https://bit.ly/3D7hWF6   🔔 Join us every Saturday at 11 a.m. and Sunday at 5 p.m. CT on 650 CKOM. #Insurance #MoneySense #RadioShow

We recently hosted a free seminar in Saskatoon! We discussed the current market landscape and explored investment opportunities therein.   It was a great way to connect with our friends and clients, share valuable insights, and highlight the unique investment strategies available through our partnership with Q Wealth Partners and Northleaf Capital Partners.   A big thank you to our keynote speakers: Larry Berman, Todd Papau, Jared Waldron, Jared Rabinowitz, Alfred Lee, CFA, CMT, DMS, Kevin Hegedus, CFP®, CIM®, and Andrew Rodych.   🎥Catch the highlights in the recap video below and we hope to see you at the next one!   #Seminar #Investments #SaskatoonEvents

🎙 𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗲 𝗥𝗲𝘁𝘂𝗿𝗻𝘀, 𝗠𝗶𝗻𝗶𝗺𝗶𝘇𝗲 𝗥𝗶𝘀𝗸: 𝗧𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗲𝗱 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀 On this week’s episode of Money Sense, Kevin Hegedus, CFP®, CIM® and Brent dive into what true portfolio diversification looks like in today’s market. While traditional 60/40 portfolios were once the gold standard, evolving market dynamics call for innovative approaches. 📌 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: - The pros and cons of index funds: low cost and broad exposure vs. heightened volatility. - Why traditional diversification strategies are losing their edge. - The transformative potential of private equity, real estate, and credit in modern portfolios. Listen to the full episode: https://bit.ly/3ZC19D1 🔔 Join us every Saturday at 11 a.m. and Sunday at 5 p.m. CT on 650 CKOM. #Diversification #Portfolios #FinancialPlanning

Managing business finances can be overwhelming—but it doesn’t have to be. At PWM Private Wealth Counsel, we offer professional bookkeeping services designed to keep your business organized, accurate, and stress-free. Whether you’re a sole proprietor or managing a corporation, we’ll ensure your financial records are clear and compliant—so you can focus on what matters most: growing your business. 🚨 𝗟𝗶𝗺𝗶𝘁𝗲𝗱-𝗧𝗶𝗺𝗲 𝗢𝗳𝗳𝗲𝗿: Get a complimentary QuickBooks setup plus your first month free! when you contact us today! 👉 Schedule your free consultation now today: https://bit.ly/4geBs0Q #Bookkeeping #TaxServices #Accounting

November was Financial Literacy Month in Canada, a perfect time to reflect on your financial knowledge and identify areas for improvement.💡 Effectively managing your finances can feel complex, but it's never too late (or early) to learn more. In this blog, we’ll cover the basics of financial literacy and share helpful resources—keeping it light along the way! Read our latest blog here: https://bit.ly/3CR5VDE #FinancialLiteracyMonth #FinancialLiteracy #FinancialKnowledge