“My advisor treated me as though I was his only client, and perhaps his father.”
“Haven has guided my finances at a time of deep sorrow, the passing of my wife. Haven has always eager to help and inform; a responsible group.”
H. Klassen
Healthcare Consultant, Retiree
Frequently Asked Questions
Is investing with Haven safe?
Just as safe as investing with a Big 5 Canadian Bank. At the end of the line, our client’s assets are traded by IIROC regulated portfolio managers and funds are held at Fidelity Investments, a multi-national investment house with 75 years experience and responsible for $10 Trillion in assets.
How are you regulated?
Haven is regulated by the Financial Planning Standards Council and the Insurance Council of Manitoba. Our investment partners are regulated by the Investment Industry Regulatory Organization of Canada (IIROC).
How do I track my money?
Haven clients get access to a beautifully designed digital dashboard to view their performance, check their account balances and access important documents. If user experience is as important to you as it is to us, please reach out for a demo!
What does this all cost?
Haven has a flexible fee structure and can even be decided a-la-carte. The standard service fee which includes investment management and financial planning ranges from 0.75%-1.75% of invested assets depending on scale and complexity.
Do you have investment minimums?
Investment minimums are dependent on the advisor. Our advisors have minimums that range from $0 to $50,000 and are always subject to change. At Haven, minimums aren’t about exclusivity. They’re in place to ensure consistency in client service.
Can we meet over Zoom?
Yes. 2021 made web conferencing as normal for us as any other face-to-face meeting. We would be happy to facilitate whatever meeting structure suits your lifestyle.
