Place Category: LethbridgePlace Tags: Business planning, Estate planning, Family coach, family facilitator, Financial planning, Ranchers, Retirement planning, Succession Planning, and Wealth management
Shawn loves the challenge of helping his clients strategize and work through the complex situations they face. Having gone through several market cycles since joining the industry in 1997, Shawn has developed a highly structured process and a steady hand to guide his clients through uncertain economic times.
As a licensed Portfolio Manager, Shawn is held to the highest professional conduct and standards in the industry. Over the years, he has obtained several designations and completed the following:
•The Chartered Investment Manager (CIM) designation and the Financial Management Advisor (FMA) designation through the Canadian Securities Institute.
•Family Enterprise Advisor (FEA) designation through the Institution of Family Enterprise Advisors. Shawn graduated from the inaugural offering of this rigorous course, which was offered by the University of Alberta School of Business in our province for the first time in 2015. The designation is a program geared toward helping entrepreneurial families in business and agriculture with a focus on their families, business and shareholders.
The Hass Wealth Advisory Group specializes in simplifying our clients financial lives. We provide innovative planning and investment solutions to some of Alberta & Saskatchewan’s most progressive farm operations. We take pride in helping our clients retire or pass their agricultural operations to the next generation in a structured and stress free manner.
I’ve worked with farm and business owners families for the past 21 years. I founded and currently facilitate the owners circle which is a peer group of some of Southern Alberta’s most respected company owners. In the past I’ve done a speakers tour with Agricore and an currently producing a podcast for farm and business owners. The Hass Report is a quarterly publication that has been in production since 2004 and is a trusted resource for business owners. My mother grew up in a 3rd generation farm family from the Foremost area.
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