In this episode of the Trent Klarenbach podcast, host Trent interviews Kevin Hegedus, a seasoned financial advisor and portfolio manager with over 30 years of experience.
He is the managing partner of Q Wealth Partners, a Senior Wealth Advisor, a founding partner of PWM Private Wealth Counsel, and a portfolio manager and certified financial planner.
He assists families and business owners across Saskatchewan with planning, investing, and transitioning their wealth, focusing on clear financial planning and disciplined portfolio management.
Kevin shares his journey from working in a welding shop to becoming a founding partner at Q Wealth Partners.
He discusses the importance of clear financial planning, the value of diversification, and the unique investment opportunities available through Q Wealth.
Kevin also touches on his upbringing in Wakaw, the role of mentorship in his career, and his personal interests in kickboxing and martial arts.
The episode concludes with a preview of upcoming financial seminars and workshops aimed at helping families and business owners plan and invest wisely.
00:00 Introduction and Early Life
00:31 Guest Introduction: Kevin Hegedus
02:07 Kevin's Career Journey
04:33 The Importance of Financial Planning
05:53 Mentorship and Career Growth
10:56 Seminars and Workshops
15:28 Personal Reflections on Time and Life
17:12 Growing Up in Wakaw
21:38 Career Transitions and New Beginnings
24:00 The Q Wealth Partnership
28:36 Future Proof Conference Experience
30:59 Recap of the Conference Experience
32:08 Introduction to Q Wealth's Unique Funds
33:02 Deep Dive into Vanguard and Private Pools
35:27 Strategic Assets Fund Overview
38:28 Understanding Private Debt and Infrastructure Investments
43:40 The Importance of Diversification in Portfolios
48:46 Planning for Business Transitions
53:13 Personal Insights and Family Involvement
59:33 Upcoming Events and Final Thoughts
Disclaimer:
Trading in the financial markets involves a risk of loss. Our videos and other content produced by Klarenbach Research are for informational, educational, or entertainment purposes only and do not constitute trading or investment recommendations or advice.
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