Build the Future You Dream of
Navigate your financial future with confidence. Our expert team provides tailored strategies designed to meet your unique financial goals.
Helping Canadians Make Confident Money Decisions
We help Canadians build the future they dream of by aligning their actions with what matters most. If you want to improve your financial situation, or ensure what you have is working for you, we’d be happy to help.
Solutions for Every Budget
Course
As a Financial Planner, I believe everyone should know most of what I know. In this free course you’ll learn about what really matters with investing so you can worry less and make confident money decisions.
Community
Learn how to invest, pay less tax and build wealth without hiring a financial advisor. Dozens of modules teach you how to build a financial plan with the support of a community of likeminded people.
Meeting
Shed light on your financial situation by getting your tough questions answered and get specific advice just for you. Designed to be one meeting with a customized priority action list to get you headed in the right direction.
GlidePath
A custom tailored financial plan for your unique situation and specific needs. This process is designed to comprise of two meetings over a two week period, at which point you’ll have a crystal clear financial picture.
GlidePath Plus
Everything in our GlidePath, but designed for someone who is looking to delegate investment management. A trusting set of eyes watching over your investments allows you to focus on what you enjoy most.
Serving You, Not Shareholders
Being an independent Financial Planner allows us to serve you, instead of serving shareholders. This difference allows us to act without bias, and always within the best interest of you.
This is reflected in the variety of services we offer, and the countless solutions within those offerings. No two Canadians have the same financial situation, so we approach each conversation with a blank canvas.
When we make recommendations on what we believe is best for you, it isn’t limited to an offering from a single company. It simply isn’t the best that we can do. It’s the best of what’s possible, and we’re always trying to push what’s possible today.
We believe Canadians deserve. And we don’t just think it, we’re doing something about it.
How Can We Help?
If you have any questions, are interesting in collaborating together, or are interested in working together, please provide your contact information, and we’ll get in contact with you as soon as we can.
We look forward to connecting with you.
For more information on our services, please visit Haven Wealth Management.
“Every choice you make is a step toward or away from the person you want to become. No single choice will get you where you want to go. Only repeated steps over time in the same direction will move you forward.”
— Shane Parrish