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This webinar is for interested investors who are looking for a different view on how to retire successfully. If you always wonder if there is an alternative to investing in stocks and bonds, we will walk you through ideas such as Private Debt, Private Equity, and Long/Short strategies to name a few.
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.
PWM Private Wealth Counsel provides financial management & services and is based in Saskatoon, Prince Albert, Regina, Lloydminster, and Swift Current, Saskatchewan, Canada.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. 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 Industrial Alliance Securities Inc., 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 provided through Hollis Insurance Inc.
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