Prairie Wealth Management, DWM Securities Inc.

Description

We know who we are: Our expertise lies in providing sound wealth management advice for those comfortable entrusting their wealth to an investment process built around knowledge-gathering and a professional understanding of market fundamentals and tax strategies. At the core of our offerings is complete financial plan focusing on the 3 pillars of Wealth Maximization, Tax Minimization and Capital Preservation. And, we've learned who is mostly likely to benefit from our particular blend of expertise, experience and product and service offerings .

Mission 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.

Partner, Kevin Haakensen, joined the team in 2008, Kevin has extensive experience working with high caliber Canadian companies. After completing a Bachelor of Commerce degree at the U of S, attaining majors in Finance and Marketing with great distinction and a minor in Economics, he honed his skills over a 10 year period at a boutique firm.

HollisWealth has implemented industry standard methods of protecting your personal information that is available electronically or online from unauthorized access, disclosure, copying, use or modification. This includes the use of firewalls, encrypted passwords, anti-virus software, intrusion detection systems and other appropriate means to protect your personal information. Your advisor is also bound under the policies and procedures of HollisWealth to use appropriate protective methods in maintaining the security of your personal information that is in an electronic format.

Our award winning team works hard to make the financial and retirement dreams a reality for our valued clients. From time to time, we seek additional highly motivated, team members to assist with this important work. If your skills complement these financial wealth competencies, our company may be an excellent fit for you.

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