Head of Administration
Investment Advisor and Insurance Advisor
Holley specializes in all areas of administration, including account opening, mutual fund trading, account transfers, estate settlements, internal asset transfers, and contributions and withdrawals. She can assist you with any administration-related inquiries, from paperless statements to RIF payments.
Holley has been with PWM since 2009 and is currently the head of the administration department. She primarily assists Kevin Haakensen and Kevin Hegedus with day-to-day operations for their clients. She is a dually licensed Insurance/Investment Advisor with IIROC, as well as a Notary Public. Before coming to PWM, she worked in legal administration for a few well-known Saskatoon firms.
When outside of the office, Holley enjoys good food, excellent coffee and distant travel with her husband, Brayden.