Do you have a minimum investment?

Minimums are dependent on the advisor. Our advisors have minimums that range from $0 to $100,000. At Haven, minimums aren’t about exclusivity. They’re about ensuring consistency in client service.

How do I see and track my money?

Haven clients get access to a 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!

Is investing with Haven safe?

Only as safe as a Canadian Bank! Our investment partners are regulated by provincial securities commissions, and custody client funds with Fidelity Clearing (a multi-national investment house with 75 years of history and $10 Trillion in assets under management).

What do you charge?

Haven has a fee structure designed for the modern age and can even be decided a-la-carte. The standard service fee which includes both financial planning and an investment solution from our partners ranges from 0.75%-1.75% depending on size and complexity.

Can we meet over Zoom?

We are committed to delivering our clients the services they need but also in the form they want. We would be happy to facilitate whatever meeting structure suits your lifestyle.

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 their respective provincial securities commissions.