Privacy Policy

‍Effective Date: February 26, 2026

Haven Wealth Management Ltd. ("Haven", "we", "us", or "our") is committed to protecting your privacy and safeguarding your personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

This Privacy Policy outlines how we collect, use, disclose, and protect your personal information.

1. Information We Collect
We may collect the following types of information:Contact information (name, email address, phone number)Financial information (assets, liabilities, income, insurance coverage)Identification information required for regulatory purposesInformation provided through website forms or newsletter subscriptionsWebsite usage data (via cookies and analytics tools)

2. How We Use Your Information
We collect personal information for the following purposes:To provide financial planning, investment, and insurance servicesTo respond to inquiries or requestsTo communicate updates, newsletters, and insights (if subscribed)To meet regulatory and compliance obligationsTo improve website functionality and user experienceWe do not sell your personal information.

3. Consent
By providing personal information to us, you consent to its collection, use, and disclosure for the purposes outlined in this policy.You may withdraw consent at any time, subject to legal or contractual restrictions.

4. Third-Party Service Providers
We may use trusted third-party providers including:Email marketing platforms (e.g., Kit/ConvertKit)Analytics services (e.g., Google Analytics)CRM and secure data storage providersThese providers are contractually obligated to protect your information.

5. Cookies and Tracking
Our website uses cookies and analytics tools to understand visitor behavior and improve performance. You may disable cookies in your browser settings.

6. Safeguarding Your Information
We maintain physical, administrative, and technical safeguards appropriate to the sensitivity of the information collected.

7. Access and Accuracy

You have the right to request access to your personal information and to request corrections if necessary.

8. Contact Information
If you have questions about this Privacy Policy, please contact:Josh Olfert, CFP®

President, Haven Wealth Management Ltd.
josh@investwithhaven.com
Winnipeg, MB R3B 1B3