How Can We Help?
A one-time financial planning engagement to review your retirement plan, future goal funding, investments and insurance coverage.
Business & Start-Up Consulting
The gig-economy is alive and well. Whether you’re an established business or seeking self-employment let us show you the way.
Financial Advisor Coaching
We believe the future of finance is advisor centric. We coach advisors on modernizing their practice, going independent and building their business.
An unbiased one-time review of your current financial plan or investments with another advisor or carrier to identify potential blind spots or areas for improvement.
Start the conversation.
Haven Wealth Management
433 Main Street, Winnipeg MB
Monday – Friday: 9am – 6pm