Get a Free Risk Assessment.

 

Gone are the days of stereotyping investors with semantics based on their age or wealth. We seek to act in the best interests of investors and prove it quantitatively.

 
Slider+Page+1+Reduced.jpg
 

Our Philosophy

Our mission and purpose is found in our name. We are a safe Haven. A refuge and a trusted place for open discourse on interpretation of life meaning and what journey one ultimately wants to pursue. We provide the necessary tools required for our clients to progress towards their self defined ideal and provide ongoing guidance in their proper usage.

Progress is everywhere. Why not in financial services? Our aim is to modernize Canada’s financial planning space. The current landscape demands unfair investment fees, inadequate transparency and a focus on narrative above all. Our fundamental tenets are based in evidence: behavior management, lower fees and goals based planning.

 
 
navigater-blue.png

Planning

Savings, Homebuying, Insurance, Retirement, Taxation and Estate: We act as an on-demand guide through our client’s unique financial challenges.

report-blue.png

Investments

Real and enduring wealth is derived from productive capital. We act as a link between our clients and the complex world of investments.

umberla-blue.png

Insurance

We seek to safeguard our client’s net worth against dire circumstances by protecting their income and capital from looming disorder.

home-blue.png

Mortgage

We defend our clients in the process of life’s largest financial milestones. We act as an advisor to our clients in their dealings with Canada’s lenders.

bank-blue.png

Taxes

We help our clients minimize impediments on their financial progress in the form of tax minimization through efficient positioning.

 
 

Our team

Our leaders are one of a kind individuals with unique backgrounds and specialties. The common theme that unites us is a fire and passion for imagining what life could be at its best and an obsession on establishing a plan towards it.

These passions have gathered in financial services, the industry we believe allows us to play the most meaningful role in the progress of others. Although each of our team members hold various licenses and credentials we value self education above all.

 
 
 
1.jpg
 

Josh Olfert, CFP

Principal, Financial ADVISOR

Josh is Canada’s Youngest Certified Financial Planner and has been featured in publications such as Business Insider, The Globe and Mail and the Winnipeg Free Press for his expertise in investing and personal finance. After buying his first stock at age 15, he began his trajectory towards founding his own wealth management firm Haven at the age of 20. Haven now serves over 200 clients across 5 provinces.

 
 
 
 

Jesse Lavoie

business development

Following a career in the Canadian Armed Forces and Manitoba Corrections, Jesse joined the cannabis industry where he was an integral member in his company's growth to a billion dollar market valuation on the Toronto Stock Exchange. Through this he gained a wealth of experience in business development, capital raising and investor relations. Featured in publications like the Globe and Mail and the Winnipeg Free Press for his own personal investment expertise, through Haven Jesse seeks to provide his depth of knowledge in finance to the Canadian public.

2.jpg
 
 
 
3.jpg
 

Derek Condon

account manager

With a background in Geotechnical engineering by trade, Derek found an alternate passion for finance when discovering how to optimally manage his own investment strategy. With an insatiable curiosity for investing and financial planning, Derek joins Haven with a clear duty in mind: Investor Education. As a keen student of the financial services space, Derek is currently in pursuit of multiple financial industry designations. 

 
 

 OUR PARTNERS

 
 
 
 
 
 

 IN THE MEDIA

 
 

 CONTACT US

 
 
 
 
Name *
Name