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.

Haven was founded on the belief that meaning is derived not from achieving the ideal, but in the progress towards it. In other words, fulfillment is not found on the finish line but in the evidence of forward movement. Such an undertaking requires a plan at all stages and an articulated ideal against which we can measure progress.

OUR SERVICES

Planning

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

Investments

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

Insurance

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

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.

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.

 
1BW.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.

 
 
2-BW.jpg

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.

 
 
3-BW.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