Solutions for Every Budget
We believe that every Canadian should have access to their best financial advice, regardless of their situation. That’s what we’re on a mission to provide.
With that in mind, we’ve established extremely valuable offerings from our free Course, to our flagship offering, The GlidePath Plus. If you’re seeking complete and holistic financial advice, we have a solution for you.
Course
$0
Everything Everyone Should Know, this course will establish a foundational understanding of all things personal finance, and explore what really matters when it comes to our success as investors.
Designed for everyone in mind, whether you’re just starting your financial journey or are approaching retirement, we’ll explore: the basics, the history of investing, the importance of planning, the behavioural side of investing, managing risk, Canadian accounts, and buying a house in Canada.
Community
$0
Learn how to invest, pay less tax and build wealth without hiring a financial advisor. Travel more, buy the dream home, retire early and worry less.
Copy the exact step-by-step framework Haven Wealth Management uses with high net-worth clients. 30 days to your own personalized Wealth Plan, implementation guide and ongoing support.
Meeting
$199 + Tax
Shed some light on your financial situation. Starts with a quick Discover call to discuss what you’re looking for help with, and what information we’ll need to provide advice. A few days later, we’ll have a 60 minute call to review where you’re at, discuss your pain points, and identify solutions to get you to where you need to be.
After our Meeting, you’ll receive an email summarizing our call, along with an action item list to identify what your priorities should be based on our discussion.
Roughly a month after our Meeting, we’ll have a quick phone call to reflect on your progress and answer any questions you might have at that time.
GlidePath
$2,499 + Tax
A custom tailored financial plan reviewing your: vision, values, goals, income, cash-flow, net-worth, investments, insurance, tax, estate, and anything else required of your situation.
Designed to comprise of two meetings over a two week period, at which point you’ll have a crystal clear financial picture, and a follow up meeting one month afterwards to review progress and answer any questions, with support along the way.
Deliverables include (but not limited to): GlidePath Financial Plan, goals based projections, risk tolerance assessment, three 60 minute meetings, support throughout GildePath process.
GlidePath Plus
$2,499 & 1% AUM + Tax
Everything in our GlidePath, but designed for someone who is looking to delegate investment management.
Get access to a leading investment management platform, world class investment solutions, and a set of trusting eyes watching over your investments, all with the strictest compliance and consumer safety regulations in Canada.
This compensation structure keeps your Financial Planner on retainer, giving you access to your best financial advice whenever you need (no matter how big or small). In additional to as-needed advice, calls, and meetings, we’ll do a deep dive annual review each year, or as your situation changes, to ensure what we’re doing always reflects what matters most to you.
What to Expect
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Before becoming a client, it's important to determine if there's a good fit for working together. This is where you'll learn more about what we do, how we do it, and why it matters. We'll also answer the questions you have.
We'll also explore our service options to figure out what path forward delivers the value you're looking for.
Just like investing, we take a long-term approach. We're looking for a good fit that will be enjoyable for decades and decades.
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Once we've established that there's a good fit, and you understand the value we provide, it's time to focus on you.
During the Discover phase, we'll learn more about your unique situation, your values, what matters most to you, what you're looking for help with, and tackle any pain points. Our goal is to understand your situation better than you do.
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We'll assemble the information from our Discover call into an easy to understand document, giving you a clearer picture of your situation and values than you've ever seen before.
We'll also identify and prioritize any actions we believe you should take to address your pain points and improve your financial situation.
At this point you'll have a clear picture of where you are, where you want to be, and the path required to get there.
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A plan without action doesn't amount to much, so it's crucial that we implement the actions that will benefit you the most.
Based on your unique situation and preferences, we'll be able to confidently coach you through the next steps, helping you stay accountable and ensure we are there to answer any questions you have. This keeps us moving in the right direction.
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Something we can count on is that our plan will change over time. It's about making the best decision that we can, with the information that we have at that time.
Reviewing and optimizing is important to ensure what we're working towards, is always what matters most.
Areas of Expertise
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Goals Based Planning
Your future is too important to leave to chance, build a plan that works towards what matters most.
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Retirement Planning
Accumulation and decumulation strategies to ensure your retirement dreams become reality.
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Financial Management
Making smart decisions that align with your long-term goals, with minimal sacrifice today.
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Investment Planning
A process of evaluating your goals and allocating assets to maximize returns while minimizing risk.
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Risk Management
Properly managing risk lets us work towards your goals in the safest way possible.
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Tax Planning
Implementing strategies to minimize tax liabilities while maximizing after-tax returns.
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Estate Planning
Creating a plan to ensure your assets are distributed according to your wishes after your death.
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Mortgage
Get professional and unbiased guidance on the largest transaction for most Canadians.
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Life Insurance
Secure your loved ones and make sure your final wishes are funded in case of unexpected loss.
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Critical Illness Insurance
When you're sick, the last thing to stress about is money - that's where a tax-free benefit helps.
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Disability Insurance
Your most valuable asset is your ability to earn an income, safeguard it against lifes uncertainty.
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Health & Dental
Whether you're looking as a group or an individual, get the coverage you and your family count on.
Schedule an Explore Meeting
“Having more control over your time and options is becoming one of the most valuable currencies in the world.”
— Morgan Housel