We didn't have to plant a beanstalk - The giant has come to KL&A!
May 30, 2013, 08:15 ET
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 unprecedented height."
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 advisor."
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!"
About KL&A
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
Email: [email protected]