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Who is PWM Private Wealth?

Kevin Hegedus

Portfolio Manager, PWM Private Wealth Counsel, iA Private Wealth

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® and Certified Investment Manager (CIM) designations. In 2021, he made Wealth Professional’s Top 50 Advisors list for the 5th consecutive year in nearly 30 years in the wealth management industry.  Kevin believes, above all, in the strength of a great team and draws on the support of a diverse group of professionals.  Together, they work to provide clients with the most comprehensive financial planning process available in the industry.

Kevin Haakensen

Portfolio Manager, PWM Private Wealth Counsel, iA Private Wealth

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 experienced 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 saving 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.

ON YOUR SIDE

Your trusted fiduciary

Our mission is to help our clients and their families attain financial peace of mind. We do this by creating comprehensive financial plans that focus on tax minimization, efficient portfolio allocation and a monitoring system that ensures our clients meet their objectives.We will retain the confidence and trust of our clients through our total commitment to honesty and integrity. We promise to consistently demonstrate our declaration to professionalism and excellence in everything we do, and to communicate a sincere, caring attitude toward every client. Most importantly, we pledge to always place our clients’ financial well-being above our own.

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