“Haven allows me to focus on what’s important: Spending more time with clients and less time caught up in administration.”

Derek Condon, QAFP

Advisor 

The future of financial services is digital. Haven seeks to be at the forefront of Canada’s revolution in financial technology.

User Experience

Frictionless Financial Advice

Innovation

Forever in Beta

Entrepreneurship

Own Your Business

Radical Transparency

Truth is our North Star

Our Values.

At Haven, our mission is to provide the optimal space for ethical advisors and their clients to flourish.

Benefits.

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