Dylan Haukaas

Wealth Advisor

Dylan joined the Leipert Financial team in June, 2021. Prior to joining our team, Dylan worked with a number of advisor teams at RBC Dominion Securities in 2018, and chose to begin his career as an independent Financial Advisor since 2019. He is driven by his desire to assist people in the achievement of their financial goals and dreams. With a key focus on building a strong relationship with all of his clients, Dylan will work hard to develop a wholistic plan that is suitable for every individual’s needs. He is passionate about education and continually strives towards new certifications and designations that will lead to exceptional client service.

Education, experience and skills

Bachelor of Business Administration, Majoring in Finance
Diploma of Business Administration
Bachelor of Arts, Majoring in History
Enrolled as a Certified Financial Planner (CFP) candidate

Phone: (306) 693-6588 ext. 102 (office)
Cell: (306) 630-3389
Fax: (306) 691-0339
Email: d.haukaas@leipertfinancial.com
Location:  Regina and Moose Jaw

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Leipert Financial Group. As a client of Q Wealth, you may receive services from both Q Wealth and Leipert Financial Group. Note that individuals from Leipert Financial Group will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Leipert Financial Group may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

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