Haven Wealth — You didn't just receive a windfall
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You didn't just receive a windfall.You received a responsibility.

Practical guidance for Canadians navigating a sudden windfall — an inheritance, a legal settlement, or a business sale — so you can avoid costly mistakes, pay less tax, and build a plan worthy of what you've been given.

Join 4,000+ weekly readers getting clarity and confidence.

If any of these sound familiar…

  • You've received a windfall within the last 24 months
  • You're worried about making a costly mistake
  • Your cash is sitting in a savings account while you decide
  • Everyone seems to have an opinion on what you should do
  • You know enough to know this matters, but not enough to feel confident
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Inside the First 90 Days Guide:

  • ✓What to do immediately after receiving a windfall
  • ✓The biggest tax mistakes Canadians make
  • ✓Whether to invest, pay down debt, or wait
  • ✓How to avoid being pressured into bad decisions
  • ✓A simple framework for deciding what the money is actually for
When David inherited $1.5M, he was frozen. Ninety days later, every account was organized, every dollar had a purpose, and he finally felt confident moving forward.— David, 42, Ontario
300+
Canadian families supported over the last decade
10+ Years
Helping successful professionals and families make confident decisions
Fiduciary
Fee-only. Always. Your interests come first.
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Josh Olfert, CFP®, CLU
Founder, Haven Wealth Management

Who's writing?

I'm Josh Olfert, CFP®, CLU.

I founded Haven Wealth to help Canadians turn a sudden windfall into lasting freedom and legacy — not just grow a portfolio.

My writing is honest, practical, and rooted in real conversations with people who are navigating moments that matter.

No sales pitch. No fluff. Just guidance I wish more people got earlier.

Fiduciary, fee-only

We operate under a fiduciary standard. Your interests come first.

Featured in

The Globe and Mail, Business Insider, Wealth Professional and more.

Real impact

Over the last decade, I've helped more than 300 Canadian families navigate major financial decisions and build personalized roadmaps.

Make the first 90 days count.

Get the free First 90 Days Guide — short videos, plain-English checklists, and calculators.

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