Kevin Haakensen

B.Comm., CIM®, FMA, FCSI®, CFA®

Portfolio Manager
Senior Investment Advisor
Executive Director, Private Client Group
PWM Private Wealth Counsel, iA Private Wealth
Insurance Advisor*, PWM Financial Services Inc.

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 and is a respected industry leader in alternative strategies with a focus on Private Debt, Private Equity & 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. Kevin started his formal business training at the University of Saskatchewan obtaining a Bachelor of Commerce degrees, with Great Distinction, in the areas of Finance and Marketing. Kevin has a thirst for education so while honing his skills at a boutique firm for 10 years he obtained his Chartered Financial Analyst (CFA®) Charter and three other professional designations. For a decade 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 Counsel, iA 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 and was also named the Portfolio Discretionary Manager of the Year in 2020. Kevin is a member of the PWM Investment Advisory Committee.

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

*Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Phone Number:

306-975-9500

Email:

khaakensen@pwmprivate.com

Our Team

Advisors

CFP®, CIM®
Portfolio Manager
B.Comm., CIM®, FMA, FCSI®, CFA®
Portfolio Manager
B.Comm., CFA®
Portfolio Manager
CPA, CA, MPAcc, CIM®
Associate Portfolio Manager
B.Comm., CPA, CA
Associate Portfolio Manager
B.Comm., CFA®
Associate Portfolio Manager
B.Comm.
Associate Investment Advisor
Insurance Advisor

Strategic Collaborators

CPA, CA, CMA
Chartered Professional Accountant

Communication & Business Development

B.Comm.
Head of Communications
B.Comm.
Head of Marketing & Business Development

Administration

Investment Advisor
Associate Investment Advisor
Executive Assistant
Branch Administration
Associate Investment Advisor
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