WINDSOR, ON, May 30, 2013 /CNW/ - Kaspardlov, Laverty & Associates
(KL&A) a local firm specializing in "Wealth Creation, Management & Preservation" is proud to welcome their newest team member - Patrick McHugh, CFA.
"We are honoured to welcome this award-winning, well-respected, absolute
'giant' of our industry to the KL&A family," says Dessa Kaspardlov,
KL&A President and CEO. "We introduced him to clients and the media at
a special invitation-only event yesterday. Pat has more than 33 years
of broad experience in estate, trust and agency accounts, public sector
pension, mutual funds and asset allocation portfolios. With this
addition to our team, our service offerings have just climbed to an
Most of the financial community will know Patrick McHugh from his
decades of experience in the industry, at well-renowned firms like
Manulife, Prudential Assurance and Royal Trust. He helped manage the
fourth largest pension fund in the country and was chiefly responsible
for an asset class of more than $4.5 billion, which outperformed the
market by more than 850 basis points in 1998. An alumnus of the
University of Windsor, McHugh was behind one of the most successful
fund launches in Canadian history. He received numerous investment
awards and mandates, and was also the recipient of the prestigious
Lipper Award recognizing the world's top performing funds. McHugh has
been a regular consultant and contributor to the most well-respected
Canadian media outlets, including BNN, Bloomberg and the Globe & Mail,
CTV and CBC news.
"For the first time ever, our clients will be able to sit down
one-on-one and consult with an expert that's just not accessible to
ordinary Canadians," explains Kaspardlov. "One of the objectives to
which we are most dedicated is ensuring that all of our clients achieve
peace of mind in knowing that their finances - and their futures - are
in good hands. Having Pat on our team will elevate our ability to
deliver that security and stability to our clients."
"Managing everything from trust accounts to pension assets, from mutual
funds to Canadian Equity picks, Pat brings a wealth of experience and
an innate understanding of the needs, constraints and circumstances of
the end user," says Kaspardlov. "And, he's the kind of innovative,
pioneering thinker that's a perfect fit for KL&A! We will be
drastically altering the relationship our clients have with their
Kaspardlov herself is nationally recognized as one of the most
innovative thinkers in the industry. Her patented process - Dessanomics® - is the "too good to be true" truth that can make a million dollar
difference by doing things differently. Celebrated author, advisor and
media consultant, Kaspardlov is familiar with the challenges that face
every Canadian in planning for their retirement, and she's dedicated to
overcoming those challenges.
"People need a better way," states Kaspardlov, "and we believe that
working with Pat McHugh and KL&A is the better way!"
Kaspardlov, Laverty & Associates (KL&A) are "Wealth Creation, Management
& Preservation" specialists, based in Windsor, Ontario, Canada.
About Patrick McHugh, CFA, Chief Investment Strategist
Patrick McHugh is a Senior Investment Manager and Lipper Award Winner
with extensive experience in estate, trust and agency accounts, public
sector pension, mutual funds and asset allocation portfolios. You may
contact Pat at 519.974.4429 for more information.
Image with caption: "Patrick McHugh, CFA, has accepted the position of Chief Investment Strategist at KL&A, Wealth Creation, Management & Preservation specialists based in Windsor, Ontario, Canada. Recipient of the prestigious Lipper Award, and with more than 33 years of industry experience, Pat is an invaluable addition to the KL&A team. (CNW Group/Kaspardlov, Laverty & Associates (KL&A))". Image available at: http://photos.newswire.ca/images/download/20130530_C2985_PHOTO_EN_27216.jpg
SOURCE: Kaspardlov, Laverty & Associates (KL&A)
For further information:
Joshua M. Lane, B.Comm., CFP®
Kaspardlov, Laverty and Associates
Tel: (519) 974-4429