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We are a global wealth manager with a proven record of successfully navigating world markets and stewarding our client’s assets. Founded in 2001, HAHN Investment carries on expertise gained over decades of experience.
HAHN Investment specializes in only one business — managing the financial well-being of our clients. Our global wealth management services are offered to both private clients and institutional investors.
As an independent, employee-owned company, we strive to harness global opportunities; to deliver value wealth management services with integrity and quality.
Importantly, we zealously retain the freedom to think independently for the benefit of our clients. Our research and proprietary analysis is firmly based upon facts and systematic thinking, protecting against the influence of temporal fads and market pressures.
In every way, we strive to the deliver unbiased stewardship — the careful and responsible management of your assets entrusted to our care.
To help our clients integrate their diverse investments to best reflect and support their life goals and financial objectives.
To become the key trusted advisors in preserving, building and optimizing our clients' overall net worth and financial well-being.
Our wealth management team is group of like-minded, seasoned professionals, motivated to achieve a high standard of stewardship. Click the arrow next to a name below for his/her bio.
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Davee Gunn
President & Chief Executive Officer
Davee Gunn is a veteran of the securities industry in Canada having started her career in 1980 with Richardson Securities in Retail Sales. Davee subsequently joined Yorkton Securities where she was an officer, director and shareholder of the firm until 1987.
In 1988, Ms. Gunn co-founded Allied Canadian Corporation, a diversified real estate corporation that engaged in the acquisition and development of large-scale commercial facilities in the United States and Canada. In her capacity as President of Allied Canadian Equities, a wholly-owned subsidiary licensed as a securities dealer in Canada, she oversaw the structuring and distribution of income-producing real estate to Canadian investors. Davee sold her interest in 1994 after successfully growing the business.
Prior to joining Hahn Investment, Ms. Gunn was Vice Chair of Abria Financial Group, a firm recognized as a leader in the alternative investment business in Canada. During her tenure at Abria she was appointed to positions of increasing responsibility until becoming Vice Chair and a member of the Executive Committee.
Davee has served as an instructor for the Canadian Securities Institute, instructed the CHFS Module on Portfolio Construction and Optimization and is frequently cited for her education-based approach in the investment advisory community. She also served on the Sales Practices Committee of the Canadian Chapter of the Alternative Investment Management Association (AIMA) and the Education Committee for the Canadian Securities Institute.
Davee joined Hahn Investment Stewards in 2006 as a shareholder and was appointed Chief Executive Officer in December 2006.
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Wilfred Hahn
Founder & Chief Investment Officer
Wilfred Hahn is intimately familiar with the many facets and challenges of the world of money, having worked in the global financial and investment industry for over two decades.
Business and research travels have brought Wilfred to 40 countries around the world, allowing him a unique opportunity to keep abreast of global developments and to maintain an international network of contacts. He is a published author and has written on global financial markets, ethics and stewardship issues. When Euromoney Magazine asked fund managers around the world to name their favorite domestic and international research analysts, Wilfred was chosen one of them. Many foreign publications around the world have quoted Wilfred, including the South China Morning Post, Wall Street Journal, New York Times, Frankfurter Allgemeine, and the Financial Post. He has made numerous appearances on various television and radio broadcasts.
Prior to founding Hahn Investment Stewards, Wilfred was head of the Global Investment Group of the Royal Bank of Canada. In this position, he built the global discretionary business of this institution, comprising the activities of staff in nine countries and assets of clients totaling in excess of $10 billion. The group's many clients around the world included pension funds, corporations, mutual fund unit-holders and private individuals.
Prior to the Royal Bank he co-founded Hahn Capital Partners Inc. – a global investment counseling firm that was sold to the Royal Bank of Canada. Earlier in his career Wilfred was Senior Vice President, Director of Research of Prudential Bache Securities. There he gained extensive global experience, establishing a high ranking as a financial market strategist. Earlier, Wilfred was a partner in the investment banking firm of Gordon Capital Inc.
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Tyler Mordy
Director, Research
Tyler is regarded as a leading expert in the burgeoning field of exchange-traded funds (ETFs) and writes an influential, bi-monthly publication called ETFocus. He is a recognized innovator in the design and application of actively-managed ETF portfolios. Tyler expertise is widely acknowledged, and he has been interviewed by several notable publications including The Wall Street Journal’s – Smart Money and City Wire – Guide To Exchange Traded Funds.
Tyler Mordy is a portfolio manager and Director of Research at HAHN Investment. Since joining the firm in February 2003, he has made key contributions in the development of the firm's proprietary portfolio systems. A member of the HAHN Investment Committee, he is engaged in top-down strategy, investment policy and securities selection.
Previously, Tyler began his career at Deutsche Asset Management in London, UK. He earned his bachelor's degree in both Mathematics and English Literature at the University of British Columbia. Mr. Mordy is a CFA charterholder.
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Alex Krawtschenko
Business Development
Alex is a respected leader in business development for wealth management services. Alex has extensive experience with a diverse range of financial organizations which he has coupled with his study of the psychology and finance. This equips Alex to provide wealth advisory services to high net worth private clients and to teach other investment and insurance advisors how to relate to their clients at a deeper level.
After graduating from McMaster University with a Engineering and MBA degrees, Alex began his career as a financial advisor specializing in estate planning for business owners and high net worth families. He next worked as an Advanced Marketing Consultant with Manulife Financial, working with financial advisors to present insurance and estate planning solutions. Alex further developed his skills at a financial planning boutique that catered to some of Canada's wealthiest families. The firm provided customized financial solutions and collaborated with actuaries as well as tax professionals from leading firms. Latterly, as Director of Business Development for one of Canada's largest insurance wholesalers, he was responsible for developing and supporting distribution channels mainly comprised of independent financial advisors.
Alex's broad background in financial services well equips him to understand the needs of both our service partners and clients. He is committed to helping our service partners succeed in their financial planning practices offering Hahn Investment services with "value and integrity."
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Rob Merigold
Chief Technology Officer
Rob is head of the Systems Development team at Hahn Investment Stewards & Company where he has developed strategic information systems and programs that enable us to provide an unprecedented level of personalization and individual attention to our client portfolios with emphasis on the client's best interests.
Before working with Hahn Investment, Rob's financial sector experience includes supporting development of specialized end-to-end large-scale portfolio management systems at FMC Toronto, maintaining national branch and inter-office information systems at CIBC, web-based foreign-exchange trading system integration for the Quilium Group, and sales trader information system development and support for Goldman Sachs in New York.
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HAHN Investment Stewards offers sophisticated, unbiased global investment services to individual and institutions, directly or through professionals such as accountants, lawyers or financial advisors. Applying strategic and active investment methodology, developed over several decades, managing billions of client assets, our investment management team has delivered solid returns with below-average risk.
HAHN has the longest track record in the world of any global investment firm exclusively utilizing ETFs in their separately-managed portfolios. Further information about our investment management capabilities is found in the Global Investment Management page, found in the Private Client section.
Our portfolio track record has been achieved by exclusively using global Exchange Traded Products (ETFs, ETNs & ETCs). Their inherent benefits, including lower costs, better tax efficiency and improved transparency, make them an ideal tool to build active, strategically-diversified global portfolios. Our portfolios are offered through Separately Managed Accounts (SMAs), allowing for customization at the individual client level and facilitating an additional level of tax efficiency.
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