Kevin Haakensen, BComm, CIM, FMA, FCSI, CFA®

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Portfolio Manager
Senior Investment Advisor
Executive Director, Private Client Group
HollisWealth, a Division of Industrial Alliance Securities Inc.
Insurance Advisor, HollisWealth Insurance Agency Ltd.




Kevin’s focus is on ensuring our clients achieve their financial goals. He is well versed in all stages of the business development and succession cycles with entrepreneurs, multi-generational companies, and farm families. Kevin oversees portfolio construction at PWM and is a respected industry leader in alternative strategies with a focus on Private Debt, Private Equity & PWM Private Wealth custom designed Structured Notes which help to provide better diversification, reduce volatility risk, and enhance returns in our portfolios.

A partner at the firm, Kevin Haakensen joined in 2008. While honing his skills at a boutique firm for 10 years and obtaining his Chartered Financial Analyst (CFA) and three other professional designations, he helped develop financial plans, investment, succession and complex tax strategies for a variety of high caliber Canadian companies. A year before joining PWM Private Wealth, he provided start-up companies in Saskatchewan with business mentoring, financial strategies and seed stage venture capital funding. In each year from 2017-2020, Kevin earned a spot on the Wealth Professional’s list of the Top 50 Financial Advisors in Canada. 

In his spare time, you can find Kevin reading, running with his dog, “chefing” a nice meal, or training for a Spartan Race.