Kevin Haakensen — SPARQNOW

At-a-Glance

Senior Portfolio Manager at Clear Sky Private Wealth with IA Private Wealth, focusing on portfolio management, financial planning, insurance planning, and tax structuring.
Holds professional designations including CFA (Chartered Financial Analyst Charterholder), CIM® (Canadian Investment Manager), FMA (Financial Management Advisor), and FCSI® (Fellowship of the Canadian Securities Institute).
Spent 10 years working with high net worth business owners across Canada, setting up tax savings structures and investment programs.
Made business and investment decisions on behalf of a seed stage venture capital fund.
Main interests include Private Portfolio Management, Venture Capital, Alternative Investments, Corporate Structures, Due Diligence, Tax Efficient Structures, Business Planning, and Project Feasibility.

Biography

Kevin Haakensen serves as a Senior Portfolio Manager at Clear Sky Private Wealth with IA Private Wealth, where he and his team provide comprehensive portfolio management, financial planning, insurance planning, and tax structuring services to clients. His career began after earning a Bachelor of Commerce degree with Great Distinction, leading him to spend the first decade working primarily with high net worth business owners across Canada.