Recent News

Kevin Hegedus & Kevin Haakensen ranked in The Top 50 Wealth Advisors in Canada for 4th Consecutive Year

#10 - Kevin Hegedus 

Kevin Hegedus recognized early on that being an advisor was about more than just stock-or-bond-picking, so he earned his CFP® designation.  "Being able to help clients achieve their goals and retire comfortably was something that resonated with me when I first entered this industry and continues to drive me today." he says.

His process seems to be working - in addition to making multiple appearances on the Top 50 Advisors list, Hegedus won both the Wealth Professional Award for Canadian Advisor of the Year and the Saskatoon Small Business of the Year Award in 2018.  However, he says, "when I think about being truly proud of something on a deeper level, it really comes down to the significant moments that you have with clients every day.  Sometimes we forget the impact we have on people's lives and the trust they put in us."

#50 - Kevin Haakensen

Growing up on a farm ranch, Haakensen always had an interest in how business decisions were made.  That, along with his love of solving puzzles, pushed him toward wealth management.  "What motivated me to enter the industry over 20 years ago still motivates me each day," he says.  "It's a great feeling to have chosen the industry that suits my skill set and allows me to feel extremely proud and fulfilled."

Haakensen will need to use his problem-solving skills to tackle the main challenges he sees for advisors today. "Running a successful practice in 2019 and beyond, I think, will have three major themes when it comes to challenges: the fast pace of regulatory change; the fast pace of technology change; and finding highly qualified, caring staff," he says - but he adds that because his practice has strived to stay ahead of these challenges, he also sees them as opportunities.

The above content is an excerpt from WP Magazine.

Trusted. For Life.