SPECIAL REPORT
LEADING PORTFOLIO MANAGERS
GO-TO STRATEGY:
Prioritize alternatives Kevin Haakensen’s award-winning approach has been led by a move away from traditional asset allocation mixes and toward alternatives PROFILE Name: Kevin Haakensen Title: Portfolio manager Practice: PWM Private Wealth Counsel Firm: HollisWealth, a division of Industrial Alliance Securities Location: Saskatoon, SK Years in the industry: 23 Certifications: CIM, CFA, FMA, FCSI
WHEN KEVIN HAAKENSEN entered the financial industry 23 years ago, his perspective was much different than it is today. After going through the 2008 financial crisis, Haakensen and his business partner, Kevin Hegedus, realized they had many good ideas but were unable to execute them the way they desired. That’s why, having earned his CFA in 2006, Haakensen made the move to become a portfolio manager in 2011. Today, he and the rest of the team at PWM Private Wealth Counsel (part of HollisWealth, a division of Industrial Alliance Securities) have found success by incorporating several types of investments, including alternatives, in their portfolios. It’s one of the reasons
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