What You’ll Learn:
Portfolio Manager
Kevin focuses on working closely with clients to build a personalized, long-term strategy that he monitors closely so that they can maintain their lifestyle and enjoy a comfortable retirement. He plays a key role in portfolio construction and monitoring.
Kevin is the founder of Prairie Wealth Management and holds the Certified Financial Planner® (CFP) and Certified Investment Manager (CIM) designations. In 2017, Kevin earned a spot on the Wealth Professional’s list of the Top 50 Financial Advisors in Canada, and was also named Top Advisor in Canada by Wealth Professional Magazine in 2018. Kevin believes, above all, in the strength of a great team and draws on the support of a diverse group of specialists. Together, they work to provide clients with the most comprehensive financial planning process available in the industry.
When he is not helping clients to navigate the financial landscape, Kevin spends time at his cottage at his hometown of Wakaw and has recently taken up kickboxing. He and his wife Dana can often be found cheering on their 12-year-old daughter, Eden at her many dance performances or practicing karate moves, with 10-year-old Luke, who takes after his love for all things math related.
Portfolio Manager
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.
PWM Private Wealth Counsel, a financial planner & financial advisor based in Saskatoon, Saskatchewan, provides a true holistic approach of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services. Saskatoon, Prince Albert, Regina, and Swift Current, Saskatchewan, Canada.
iA Private Wealth Inc. Is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
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.
Alternative Investments are not suitable for all types of investors. please obtain independent professional advice, in the context of your particular circumstances.
