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Come with your hardest money question, leave with a plan.
A free 30-minute call with an award-winning Certified Financial Planner. No gatekeeping, no answers held back. You'll leave knowing your next move, whether we ever work together or not.
Book a callA few quick questions first, then you pick your time.I take a maximum of four of these calls a week.
How the thirty minutes go
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Minutes 0 to 10
Where things stand
Your situation, your goals, and the question that brought you here.
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Minutes 10 to 25
What matters most
Every financial decision is a trade-off. We work together to reveal the right one.
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Minutes 25 to 30
Your next move
One clear step you can act on this week.
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Minute 30
We wrap up
You leave with your plan. Nothing to decide, nothing to sign.
What people bring to these calls
You don't need to have it figured out, and you don't need a certain amount of money. Most people come with one question and leave with a clearer picture of everything around it.
- A decision you keep putting off, like paying down the mortgage versus investing, or buying versus renting.
- RRSP, TFSA, FHSA, RESP: which account should come first, and how much should go where.
- Money that arrived all at once, from an inheritance, a bonus, a property, or the sale of a business.
- A business you own, and questions about how to pay yourself or what the company should hold.
- Insurance you're not sure you need, or aren't sure is the right kind.
- A big change coming up: a new baby, a new job, a move, a marriage, or retirement on the horizon.
- A plan or portfolio someone else built, and a second opinion on whether it still fits.
- No specific question, just a feeling you could be doing better with what you have.
The one thing this call isn't for is stock tips.
How booking works
Answer a few questions
About three minutes, so I can prepare for your situation before we talk.
Watch the prep video
You'll get an email with a short video on what to bring and what to expect.
Pick your time
The same email includes a private booking link. Choose any open time. The link works once.
Meet for thirty minutes
Over Zoom or Google Meet, whichever you prefer.
If a call isn't the right fit for where you are right now, I'll tell you that directly and point you to something more useful instead.
Why this call is free
We're here to solve a disconnect between what we hear and what we see. What we hear is that advisors overcharge for something you should do yourself. What we see is that individuals and families who work with a great wealth coach end up more clear, more empowered and wishing they had done it sooner.
So on the call, I do what I do with my clients. I look at your situation and tell you what I'd focus on first. I won't hold back the useful part for a paid meeting.
At the end, our hope is that you walk away empowered to act, and with a restored hope in the value of having a great coach in your corner whether you hire one or not. There's nothing to sign and no follow-up call to dodge.
The one thing I ask is that you come prepared, because thirty minutes goes quickly. Once you book, I'll send you a short video on what to bring.
Josh Olfert, CFP®, CLU®
Who you'll be talking to
I'm Josh, a Certified Financial Planner and the founder of Haven Wealth. I've spent 11 years helping Canadians make informed decisions about their money and their future, from business owners and professionals to families just getting started.
I also hold the CLU® designation, which covers intergenerational wealth and estate planning.
My approach is values & vision first. We figure out what your best version of life looks like before anyone talks about tactics or products.
As seen in
In their words
We've been working with Josh for nearly 10 years now and it was honestly the best decision. We've gotten ahead of schedule for an early retirement while keeping resources available for big milestones like building our dream cottage. We feel completely comfortable trusting the team to recommend what is truly best for future us.
Josh has treated me as though I was his only client and perhaps his own father. He and the team helped me develop a plan for my assets in a time of deep sorrow, the passing of my wife. I couldn't have built what we have today without Haven.
A few years ago a passion project of mine started to gain some serious steam. Having Josh helped me immensely in both managing my assets and broadening my knowledge of finance, tax and the wealth creation tools at my disposal. It's been evident from the start that this wasn't a day job for him, and the primary goal was helping me become successful.
300+
Canadian families supported over the past decade
11+ years
Advising professionals, families, and business owners
Independent
Non-bank, and not tied to one company's products
Questions people ask first
Is it actually free?
Do I need a certain amount of money to book?
I'm not sure what to ask. Should I still book?
What should I prepare?
Do you work with people outside Canada?
What if I want help after the call?
What happens to the information I share?
I take four of these calls a week.
Times are first come, first served. If this week is full, you'll see the next open times when you book.
Book a callA few quick questions, then you pick your time. No cost, no card.