Global Strategist & Client Relations
Haakon is based in Toronto and holds a PhD in Engineering from the University of Cambridge, England and is a CFA (Chartered Financial Analyst) charter holder. He has over 17 years experience in finance, engineering and entrepreneurship. Haakon began his career as an engineer in Boston working for start-ups in the alternative energy sector which led to a successful listing on the AIM stock exchange and an interesting project for NASA. As a management consultant with Oliver Wyman in London, UK, he advised banks and insurance companies on risks in their investment portfolios and business units during the Great Financial Crisis. Prior to joining IceCap Haakon worked at BMO Wealth Management (Nesbitt Burns) as an investment advisor for three years, advising high net worth families on their investment portfolios and broader wealth management needs. Now at IceCap, he leverages his past professional experiences by bringing a disciplined, quantitative approach to portfolio construction with an emphasis on risk management and downside protection. Originally from New Brunswick, but having worked in Canada, the US, the Middle East and Europe, Haakon resides in Toronto with his wife and enjoys Alpine skiing, climbing and debating how automation and the rise of Artificial Intelligence is changing life as we know it.
About the firm:
IceCap Asset Management is a Halifax, Canada based investment counselor and portfolio management company. We are licensed to provide discretionary management services in British Columbia, Alberta, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia, Prince Edward Island and Newfoundland & Labrador. Our ongoing focus emphasizes long-lasting relationships and continuous personalized discussions among clients, their consultants, tax advisors and whomever else they want to have involved.
Our global macro outlook provides a unique perspective of the world covering the important issues that affect your portfolio and is read by over 20,000 people globally. We strive to deliver the most up to date, relevant, and interesting Global Investing Outlook Reports.
We are not owned by any bank, insurance company, nor mutual fund company. Unlike most investment professionals, we do not receive any commissions, rebates, or trailer fees for investing you in mutual funds or other investment products. This is important because it means we are not sales agents for anyone nor influenced to use any family of mutual funds or other products.
Our independence allows us to be open-minded towards new investment opportunities and never restricts our ability to do what is best for our clients.
We embrace our independence. It is our strength and it makes us different.