Take Control of Your Wealth with Haven
At Haven, we specialize in helping Canadians born 1980--2000 who have acquired affluence through their work, business or a windfall. Whether you're eager to grow your wealth, reduce taxes, or offload your stress, we're here to help you make the most of your financial situation.
An Overview
Founded in 2017, Haven and its planners had one mission: help the clients who trust us attain financial independence. And by independence, we don’t mean moving out of your parents basement. To us it means having complete sovereignty in one’s life. It means not relying on a paycheck to make ends meet, not depending on your government for security and not banking on a lottery to achieve our dreams. It means becoming the sole arbiter of our income, time and lifestyle. This is how we define wealth management.
None of this is quick or easy, butit is available to those who seek it. By tapping into the world of entrepreneurship, investment and self development, abundant lives can be reliably created in time.
Ultimately, this means helping our clients craft custom values-based financial plans, work alongside our investment partners to tailor portfolios and provide risk management solutions that catapult our clients to our shared vision: autonomy.
Featured in Leading Financial Articles
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Your Wealth, Your Goals—Our Focus
At Haven, we understand that managing wealth can be overwhelming. Our goal is to simplify the complex and provide clear, trustworthy guidance focused on growing your wealth, managing cash flow, and preparing for the future.
Financial Clarity, Without The Jargon
No more confusion. We break things down into simple, actionable steps, so you can feel confident in your financial decisions.
Your Goals Are Haven's Focus
Whether it’s saving for your dream home, growing your business, or planning for the future, we tailor your financial plan around what matters—no one-size-fits-all solutions.
Transparent Advice, No Hidden Fees
At Haven, there are no surprises. Our advice is always clear, honest, and focused on helping you succeed—without any hidden costs or pushy sales tactics.
Josh Olfert, CFP®, CLU®
“As a hobbyist first, I wanted to build something that I would be excited to use”
Josh started investing and financial planning at the age of 14 when he realized the rat race wasn't going to cut it. With personal values like autonomy and freedom, Josh needed to find something that allow him to be the captain of his own ship. Shortly thereafter, Josh found a passion for helping others see the power in planning their lives and implementing financial strategies to suit.
Josh has been featured in publications such as Business Insider, The Globe and Mail and Wealth Professional Magazine for his modern, values-based approach to Wealth Management.
Non-Bank
Clients are family, not numbers.
Qualified
All our advisors are FP Canada Certified.
Secure
Your assets are securely held with Fidelity Clearning, a long standing multi-national institution.
Regulated
Fully regulated accross planning, insurance, and investment management.
We Are Independent.
There is no such thing as unbiased advice, but there are good and bad incentives. Haven provides an independent, fee-based incentive structure but with the security of a big bank.
Based in Manitoba, Serving Canada
Though we call Manitoba home, Haven works with clients from all over Canada. No matter where you live, we’re ready to help you build a plan that suits your lifestyle and financial goals.